NFSG
MUST icon

Newbridge Financial Services Group’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Newbridge Financial Services Group’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 		$36.2K Hold
1,765
– – 0.01% 505
2025
Q4 		$36.4K Hold
1,765
– – 0.01% 495
2025
Q3 		$36.2K Hold
1,765
– – 0.01% 581
2025
Q2 		$35.5K Hold
1,765
– – 0.01% 575
2025
Q1 		$35.5K Hold
1,765
– – 0.01% 438
2024
Q4 		$35.8K Hold
1,765
– – 0.01% 482
2024
Q3 		$36.7K Hold
1,765
– – 0.01% 293
2024
Q2 		$36K Hold
1,765
– – 0.01% 445
2024
Q1 		$36.5K Hold
1,765
– – 0.02% 465
2023
Q4 		$36.8K Hold
1,765
– – 0.02% 457
2023
Q3 		$34.4K Hold
1,765
– – 0.02% 511
2023
Q2 		$36.2K Hold
1,765
– – 0.02% 531
2023
Q1 		$36.4K Hold
1,765
– – 0.02% 541
2022
Q4 		$35.6K Buy
+1,765
New +$35K 0.02% 543

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return