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Joseph Group Capital Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Joseph Group Capital Management’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
Q4 		– Sell
-2,661
Closed -$54.6K – 277
2025
Q3 		$54.6K Buy
2,661
+352
+15% +$7.09K 0.02% 75
2025
Q2 		$46.5K Sell
2,309
-3,605
-61% -$72K 0.02% 73
2025
Q1 		$119K Buy
5,914
+15
+0.3% +$305 0.05% 58
2024
Q4 		$120K Buy
5,899
+3,525
+148% +$72.5K 0.05% 58
2024
Q3 		$49.3K Sell
2,374
-504
-18% -$10.4K 0.02% 67
2024
Q2 		$58.6K Sell
2,878
-495
-15% -$10.1K 0.03% 59
2024
Q1 		$69.7K Sell
3,373
-2,535
-43% -$52.4K 0.03% 60
2023
Q4 		$123K Buy
5,908
+2,478
+72% +$49.4K 0.07% 53
2023
Q3 		$66.9K Buy
3,430
+968
+39% +$19.6K 0.05% 57
2023
Q2 		$50.5K Sell
2,462
-236
-9% -$4.84K 0.04% 61
2023
Q1 		$55.6K Sell
2,698
-7,917
-75% -$162K 0.05% 63
2022
Q4 		$214K Buy
+10,615
New +$211K 0.2% 51

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Joseph Group Capital Management's MUST Position: Q4 2025 in Review

Joseph Group Capital Management sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q4 2025, closing a stake of 2,661 shares — an estimated $54.6K sold.

Joseph Group Capital Management first reported a position in MUST in Q4 2022 and held it in 12 quarters. The position peaked at $214K in Q4 2022. 79 funds tracked by Wall St. Rank hold MUST as of Q4 2025.

  • Joseph Group Capital Management reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Joseph Group Capital Management sold 2,661 Columbia Multi-Sector Municipal Income ETF shares in Q4 2025, an estimated $54.6K.
  • Joseph Group Capital Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2022 and held it in 12 quarters.
  • Joseph Group Capital Management's Columbia Multi-Sector Municipal Income ETF position peaked at $214K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q4 2025.

Based on Joseph Group Capital Management's 13F filing for Q4 2025, filed 30 Jan 2026.