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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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return