Integrated Wealth Concepts’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Integrated Wealth Concepts’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	$854K	Buy	41,073 +27,340	+199%	+$562K	0.01%	1309
2026 Q1	$282K	Buy	+13,733	New	+$286K	﹤0.01%	1900
2025 Q4	–	Sell	-12,277	Closed	-$252K	–	1899
2025 Q3	$252K	Buy	12,277 +304	+3%	+$6.13K	﹤0.01%	1732
2025 Q2	$241K	Sell	11,973 -2,232	-16%	-$44.6K	﹤0.01%	1669
2025 Q1	$286K	Buy	14,205 +1,578	+12%	+$32.1K	﹤0.01%	1427
2024 Q4	$256K	Buy	+12,627	New	+$260K	﹤0.01%	1460
2024 Q3	–	Sell	-11,810	Closed	-$241K	–	1715
2024 Q2	$241K	Buy	11,810 +602	+5%	+$12.3K	﹤0.01%	1442
2024 Q1	$232K	Buy	+11,208	New	+$232K	﹤0.01%	1454

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

Haven Private Orlando, Florida $263M AUM 21.06% 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

Integrated Wealth Concepts's MUST Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 199% in Q2 2026, buying an estimated $562K and bringing the position to 41,073 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #1309.

Integrated Wealth Concepts first reported a position in MUST in Q1 2024 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Integrated Wealth Concepts held 41,073 shares of Columbia Multi-Sector Municipal Income ETF worth $854K as of Q2 2026.
Integrated Wealth Concepts bought 27,340 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $562K.
Columbia Multi-Sector Municipal Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1309 holding.
Integrated Wealth Concepts first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2024 and has held it in 8 quarters since.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.