Lake Street Private Wealth’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Lake Street Private Wealth’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	$1.41M	Buy	67,556 +68	+0.1%	+$1.4K	0.16%	100
2026 Q1	$1.38M	Buy	67,488 +39	+0.1%	+$811	0.18%	97
2025 Q4	$1.39M	Buy	67,449 +85	+0.1%	+$1.75K	0.17%	101
2025 Q3	$1.38M	Buy	67,364 +65	+0.1%	+$1.31K	0.18%	98
2025 Q2	$1.35M	Buy	67,299 +64	+0.1%	+$1.28K	0.19%	92
2025 Q1	$1.35M	Sell	67,235 -355	-0.5%	-$7.22K	0.22%	91
2024 Q4	$1.37M	Sell	67,590 -900	-1%	-$18.5K	0.22%	87
2024 Q3	$1.42M	Buy	68,490 +570	+0.8%	+$11.8K	0.23%	93
2024 Q2	$1.38M	Buy	67,920 +790	+1%	+$16.2K	0.18%	117
2024 Q1	$1.39M	Buy	67,130 +1,007	+2%	+$20.8K	0.19%	125
2023 Q4	$1.38M	Buy	66,123 +2,718	+4%	+$54.2K	0.22%	109
2023 Q3	$1.23M	Buy	63,405 +59	+0.1%	+$1.19K	0.22%	109
2023 Q2	$1.3M	Buy	63,346 +781	+1%	+$16K	0.23%	110
2023 Q1	$1.29M	Buy	62,565 +1,681	+3%	+$34.5K	0.24%	111
2022 Q4	$1.23M	Buy	60,884 +15,360	+34%	+$305K	0.25%	112
2022 Q3	$886K	Buy	45,524 +30,613	+205%	+$623K	0.2%	115
2022 Q2	$301K	Buy	+14,911	New	+$303K	0.06%	231

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

Lake Street Private Wealth's MUST Position: Q2 2026 in Review

Lake Street Private Wealth increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 0.1% in Q2 2026, buying an estimated $1.4K and bringing the position to 67,556 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #100.

Lake Street Private Wealth first reported a position in MUST in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.42M in Q3 2024. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Lake Street Private Wealth held 67,556 shares of Columbia Multi-Sector Municipal Income ETF worth $1.41M as of Q2 2026.
Lake Street Private Wealth bought 68 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $1.4K.
Columbia Multi-Sector Municipal Income ETF made up 0.16% of Lake Street Private Wealth's portfolio in Q2 2026, its #100 holding.
Lake Street Private Wealth first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
Lake Street Private Wealth's Columbia Multi-Sector Municipal Income ETF position peaked at $1.42M in Q3 2024.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.