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

LM 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 Q2	$1.04M	Buy	49,878 +48,876	+4,878%	+$1.01M	0.12%	105
2026 Q1	$48.9K	Buy	1,002 +78	+8%	+$1.62K	0.77%	37
2025 Q4	$44.8K	Sell	924 -42,415	-98%	-$875K	0.81%	36
2025 Q3	$890K	Buy	43,339 +2,614	+6%	+$52.7K	0.13%	101
2025 Q2	$819K	Hold	40,725	–	–	0.11%	99
2025 Q1	$820K	Hold	40,725	–	–	0.15%	113
2024 Q4	$827K	Buy	40,725 +828	+2%	+$17K	0.15%	99
2024 Q3	$829K	Hold	39,897	–	–	0.17%	88
2024 Q2	$813K	Hold	39,897	–	–	0.14%	99
2024 Q1	$824K	Buy	39,897 +39,419	+8,247%	+$815K	0.13%	109
2023 Q4	$9.98K	Buy	+478	New	+$9.53K	﹤0.01%	527

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

LM Advisors's MUST Position: Q2 2026 in Review

LM Advisors increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 4,878% in Q2 2026, buying an estimated $1.01M and bringing the position to 49,878 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #105.

LM Advisors first reported a position in MUST in Q4 2023 and has held it in 11 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

LM Advisors held 49,878 shares of Columbia Multi-Sector Municipal Income ETF worth $1.04M as of Q2 2026.
LM Advisors bought 48,876 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $1.01M.
Columbia Multi-Sector Municipal Income ETF made up 0.12% of LM Advisors's portfolio in Q2 2026, its #105 holding.
LM Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.