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JFS Wealth Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

JFS Wealth Advisors’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
2025
Q2 		– Sell
-255
Closed -$5.13K – 1937
2025
Q1 		$5.13K Buy
+255
New +$5.19K ﹤0.01% 1116

Other funds holding MUST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JFS Wealth Advisors's MUST Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q2 2025, closing a stake of 255 shares — an estimated $5.13K sold.

JFS Wealth Advisors first reported a position in MUST in Q1 2025 and held it in 1 quarter. The position peaked at $5.13K in Q1 2025. 83 funds tracked by Wall St. Rank hold MUST as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 255 Columbia Multi-Sector Municipal Income ETF shares in Q2 2025, an estimated $5.13K.
  • JFS Wealth Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2025 and held it in 1 quarter.
  • JFS Wealth Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $5.13K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.