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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
Q3 		$726K Buy
37,977
+118
+0.3% +$2.37K 0.69% 40
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

Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ARQ Wealth Advisors
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
Global Wealth Strategies & Associates
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Genesis Private Wealth
Genesis Private Wealth Ashburn, Virginia $354M AUM 10.79% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Moneywise Inc's MUST Position: Q3 2026 in Review

Moneywise Inc increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 0.31% in Q3 2026, buying an estimated $2.37K and bringing the position to 37,977 shares worth $726K. The position accounts for 0.69% of the portfolio, ranked #40.

Moneywise Inc first reported a position in MUST in Q3 2022 and has held it in 17 quarters since. The position peaked at $8.62M in Q4 2023. 28 funds tracked by Wall St. Rank hold MUST as of Q3 2026.

  • Moneywise Inc held 37,977 shares of Columbia Multi-Sector Municipal Income ETF worth $726K as of Q3 2026.
  • Moneywise Inc bought 118 Columbia Multi-Sector Municipal Income ETF shares in Q3 2026, an estimated $2.37K.
  • Columbia Multi-Sector Municipal Income ETF made up 0.69% of Moneywise Inc's portfolio in Q3 2026, its #40 holding.
  • Moneywise Inc first reported a position in Columbia Multi-Sector Municipal Income ETF in Q3 2022 and has held it in 17 quarters since.
  • Moneywise Inc's Columbia Multi-Sector Municipal Income ETF position peaked at $8.62M in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.