Masso Torrence Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Masso Torrence Wealth 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
2024 Q3	–	Sell	-13,095	Closed	-$267K	–	98
2024 Q2	$267K	Sell	13,095 -275	-2%	-$5.63K	0.15%	82
2024 Q1	$276K	Sell	13,370 -6,340	-32%	-$131K	0.16%	79
2023 Q4	$411K	Sell	19,710 -3,400	-15%	-$67.8K	0.28%	58
2023 Q3	$451K	Hold	23,110	–	–	0.35%	56
2023 Q2	$474K	Buy	23,110 +3,000	+15%	+$61.5K	0.34%	57
2023 Q1	$415K	Sell	20,110 -520	-3%	-$10.7K	0.33%	61
2022 Q4	$416K	Buy	20,630 +3,330	+19%	+$66.1K	0.33%	60
2022 Q3	$337K	Sell	17,300 -1,900	-10%	-$38.7K	0.3%	58
2022 Q2	$387K	Sell	19,200 -12,773	-40%	-$259K	0.34%	50
2022 Q1	$670K	Sell	31,973 -40,243	-56%	-$872K	0.54%	37
2021 Q4	$1.63M	Buy	+72,216	New	+$1.62M	1.14%	28

Other funds holding MUST

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Masso Torrence Wealth Management's MUST Position: Q3 2024 in Review

Masso Torrence Wealth Management sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q3 2024, closing a stake of 13,095 shares — an estimated $267K sold.

Masso Torrence Wealth Management first reported a position in MUST in Q4 2021 and held it in 11 quarters. The position peaked at $1.63M in Q4 2021. 66 funds tracked by Wall St. Rank hold MUST as of Q3 2024.

Masso Torrence Wealth Management reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
Masso Torrence Wealth Management sold 13,095 Columbia Multi-Sector Municipal Income ETF shares in Q3 2024, an estimated $267K.
Masso Torrence Wealth Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2021 and held it in 11 quarters.
Masso Torrence Wealth Management's Columbia Multi-Sector Municipal Income ETF position peaked at $1.63M in Q4 2021.
66 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.