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Moneywise Inc’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Moneywise Inc’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 		$787K Sell
37,859
-3,039
-7% -$62.5K 0.29% 51
2026
Q1 		$839K Sell
40,898
-915
-2% -$19K 0.37% 49
2025
Q4 		$862K Sell
41,813
-15,687
-27% -$323K 0.36% 52
2025
Q3 		$1.18M Sell
57,500
-21,361
-27% -$431K 0.53% 33
2025
Q2 		$1.59M Sell
78,861
-30,031
-28% -$600K 0.74% 32
2025
Q1 		$2.19M Sell
108,892
-20,516
-16% -$417K 1.16% 21
2024
Q4 		$2.63M Sell
129,408
-71,063
-35% -$1.46M 1.32% 17
2024
Q3 		$4.17M Sell
200,471
-106,421
-35% -$2.19M 2.05% 15
2024
Q2 		$6.25M Sell
306,892
-49,106
-14% -$1M 3.31% 10
2024
Q1 		$7.35M Sell
355,998
-57,150
-14% -$1.18M 4% 8
2023
Q4 		$8.62M Sell
413,148
-2,167
-0.5% -$43.2K 4.95% 9
2023
Q3 		$8.1M Buy
415,315
+48,226
+13% +$974K 5.08% 8
2023
Q2 		$7.53M Buy
367,089
+67,017
+22% +$1.37M 4.67% 7
2023
Q1 		$6.19M Buy
300,072
+96,350
+47% +$1.98M 4% 7
2022
Q4 		$4.11M Buy
203,722
+193,370
+1,868% +$3.84M 3.07% 8
2022
Q3 		$202K Buy
+10,352
New +$211K 0.16% 47

Other funds holding MUST

HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Moneywise Inc's MUST Position: Q2 2026 in Review

Moneywise Inc reduced its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 7.4% in Q2 2026, selling an estimated $62.5K and leaving 37,859 shares worth $787K. The position accounts for 0.29% of the portfolio, ranked #51.

Moneywise Inc first reported a position in MUST in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.62M in Q4 2023. 30 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

  • Moneywise Inc held 37,859 shares of Columbia Multi-Sector Municipal Income ETF worth $787K as of Q2 2026.
  • Moneywise Inc sold 3,039 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $62.5K.
  • Columbia Multi-Sector Municipal Income ETF made up 0.29% of Moneywise Inc's portfolio in Q2 2026, its #51 holding.
  • Moneywise Inc first reported a position in Columbia Multi-Sector Municipal Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Moneywise Inc's Columbia Multi-Sector Municipal Income ETF position peaked at $8.62M in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.