NFG
MUST icon

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

Next Financial 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
2021
Q4 		$197K Buy
8,744
+1,544
+21% +$34.6K 0.01% 902
2021
Q3 		$162K Buy
7,200
+4,190
+139% +$95.1K 0.01% 931
2021
Q2 		$68K Buy
+3,010
New +$67.8K 0.01% 1269

Other funds holding MUST

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACMA
Arbor Capital Management (Alaska) Anchorage, Alaska $123M AUM 17.89% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Next Financial Group's MUST Position: Q4 2021 in Review

Next Financial Group increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 21% in Q4 2021, buying an estimated $34.6K and bringing the position to 8,744 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #902.

Next Financial Group first reported a position in MUST in Q2 2021 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold MUST as of Q4 2021.

  • Next Financial Group held 8,744 shares of Columbia Multi-Sector Municipal Income ETF worth $197K as of Q4 2021.
  • Next Financial Group bought 1,544 Columbia Multi-Sector Municipal Income ETF shares in Q4 2021, an estimated $34.6K.
  • Columbia Multi-Sector Municipal Income ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #902 holding.
  • Next Financial Group first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2021 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.