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

Lakeside 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
2026 Q3	$695K	Hold	36,340	–	–	0.41%	39
2026 Q2	$756K	Hold	36,340	–	–	0.48%	38
2026 Q1	$745K	Hold	36,340	–	–	0.5%	35
2025 Q4	$749K	Hold	36,340	–	–	0.48%	36
2025 Q3	$746K	Sell	36,340 -3,650	-9%	-$73.6K	0.47%	34
2025 Q2	$805K	Buy	39,990 +6,026	+18%	+$120K	0.52%	30
2025 Q1	$684K	Hold	33,964	–	–	0.45%	33
2024 Q4	$690K	Sell	33,964 -3,000	-8%	-$61.7K	0.46%	33
2024 Q3	$768K	Hold	36,964	–	–	0.48%	31
2024 Q2	$753K	Sell	36,964 -4,000	-10%	-$81.8K	0.49%	30
2024 Q1	$846K	Hold	40,964	–	–	0.54%	31
2023 Q4	$855K	Buy	40,964 +300	+0.7%	+$5.98K	0.59%	32
2023 Q3	$793K	Sell	40,664 -4,761	-10%	-$96.2K	0.61%	31
2023 Q2	$932K	Hold	45,425	–	–	0.69%	29
2023 Q1	$937K	Hold	45,425	–	–	0.72%	27
2022 Q4	$916K	Hold	45,425	–	–	0.75%	27
2022 Q3	$884K	Hold	45,425	–	–	0.79%	25
2022 Q2	$917K	Hold	45,425	–	–	0.78%	24
2022 Q1	$952K	Hold	45,425	–	–	0.72%	24
2021 Q4	$1.02M	Buy	+45,425	New	+$1.02M	0.75%	26

Other funds holding MUST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Lakeside Advisors's MUST Position: Q3 2026 in Review

Lakeside Advisors held its Columbia Multi-Sector Municipal Income ETF (MUST) position steady in Q3 2026 at 36,340 shares worth $695K. The position accounts for 0.41% of the portfolio, ranked #39.

Lakeside Advisors first reported a position in MUST in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q4 2021. 63 funds tracked by Wall St. Rank hold MUST as of Q3 2026.

Lakeside Advisors held 36,340 shares of Columbia Multi-Sector Municipal Income ETF worth $695K as of Q3 2026.
Lakeside Advisors left its Columbia Multi-Sector Municipal Income ETF share count unchanged in Q3 2026.
Columbia Multi-Sector Municipal Income ETF made up 0.41% of Lakeside Advisors's portfolio in Q3 2026, its #39 holding.
Lakeside Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $1.02M in Q4 2021.
63 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.