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Householder Group Estate & Retirement Specialist’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-66,060
Closed -$1.37M – 949
2024
Q3 		$1.37M Buy
66,060
+6,474
+11% +$133K 0.4% 49
2024
Q2 		$1.21M Buy
59,586
+3,209
+6% +$65.6K 0.34% 63
2024
Q1 		$1.16M Buy
56,377
+9,566
+20% +$198K 0.35% 61
2023
Q4 		$976K Buy
46,811
+23,638
+102% +$471K 0.32% 61
2023
Q3 		$452K Buy
+23,173
New +$468K 0.16% 115

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MUST Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q4 2024, closing a stake of 66,060 shares — an estimated $1.37M sold.

Householder Group Estate & Retirement Specialist first reported a position in MUST in Q3 2023 and held it in 5 quarters. The position peaked at $1.37M in Q3 2024. 78 funds tracked by Wall St. Rank hold MUST as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 66,060 Columbia Multi-Sector Municipal Income ETF shares in Q4 2024, an estimated $1.37M.
  • Householder Group Estate & Retirement Specialist first reported a position in Columbia Multi-Sector Municipal Income ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Columbia Multi-Sector Municipal Income ETF position peaked at $1.37M in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.