Haven Private’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Haven Private’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
2026 Q2	$24.7M	Buy	1,188,853 +128,607	+12%	+$2.64M	9.4%	2
2026 Q1	$21.7M	Buy	1,060,246 +103,723	+11%	+$2.16M	9.47%	1
2025 Q4	$19.7M	Buy	956,523 +84,091	+10%	+$1.73M	8.63%	1
2025 Q3	$17.9M	Buy	872,432 +50,839	+6%	+$1.02M	7.91%	1
2025 Q2	$16.5M	Buy	821,593 +11,355	+1%	+$227K	7.33%	1
2025 Q1	$16.3M	Buy	810,238 +123,319	+18%	+$2.51M	9.23%	1
2024 Q4	$14M	Buy	+686,919	New	+$14.1M	7.79%	1

Other funds holding MUST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Haven Private's MUST Position: Q2 2026 in Review

Haven Private increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 12% in Q2 2026, buying an estimated $2.64M and bringing the position to 1,188,853 shares worth $24.7M. The position accounts for 9.4% of the portfolio, ranked #2.

Haven Private first reported a position in MUST in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Haven Private held 1,188,853 shares of Columbia Multi-Sector Municipal Income ETF worth $24.7M as of Q2 2026.
Haven Private bought 128,607 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $2.64M.
Columbia Multi-Sector Municipal Income ETF made up 9.4% of Haven Private's portfolio in Q2 2026, its #2 holding.
Haven Private first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.