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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
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
– – ﹤0.01% 105
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return