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Ground Swell Capital’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Ground Swell Capital’s Portfolio MUST Stock Details MUST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,675
Closed -$285K – 105
2023
Q4 		$285K Buy
+13,675
New +$273K 1.05% 25

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Ground Swell Capital's MUST Position: Q1 2024 in Review

Ground Swell Capital sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q1 2024, closing a stake of 13,675 shares — an estimated $285K sold.

Ground Swell Capital first reported a position in MUST in Q4 2023 and held it in 1 quarter. The position peaked at $285K in Q4 2023. 69 funds tracked by Wall St. Rank hold MUST as of Q1 2024.

  • Ground Swell Capital reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
  • Ground Swell Capital sold 13,675 Columbia Multi-Sector Municipal Income ETF shares in Q1 2024, an estimated $285K.
  • Ground Swell Capital first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2023 and held it in 1 quarter.
  • Ground Swell Capital's Columbia Multi-Sector Municipal Income ETF position peaked at $285K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q1 2024.

Based on Ground Swell Capital's 13F filing for Q1 2024, filed 14 May 2024.