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

OneAscent Financial Services’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	$257K	Buy	12,340 +544	+5%	+$11.2K	0.01%	524
2026 Q1	$242K	Hold	11,796	–	–	0.01%	525
2025 Q4	$243K	Sell	11,796 -11,309	-49%	-$233K	0.02%	400
2025 Q3	$474K	Buy	23,105 +813	+4%	+$16.4K	0.03%	315
2025 Q2	$449K	Sell	22,292 -5,903	-21%	-$118K	0.03%	333
2025 Q1	$568K	Buy	28,195 +350	+1%	+$7.12K	0.04%	315
2024 Q4	$566K	Buy	+27,845	New	+$573K	0.05%	239
2024 Q3	–	Sell	-27,879	Closed	-$568K	–	274
2024 Q2	$568K	Sell	27,879 -512	-2%	-$10.5K	0.08%	136
2024 Q1	$587K	Sell	28,391 -606	-2%	-$12.5K	0.06%	178
2023 Q4	$605K	Buy	28,997 +611	+2%	+$12.2K	0.08%	166
2023 Q3	$554K	Buy	+28,386	New	+$573K	0.14%	107

Other funds holding MUST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

OneAscent Financial Services's MUST Position: Q2 2026 in Review

OneAscent Financial Services increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 4.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 12,340 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #524.

OneAscent Financial Services first reported a position in MUST in Q3 2023 and has held it in 11 quarters since. The position peaked at $605K in Q4 2023. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

OneAscent Financial Services held 12,340 shares of Columbia Multi-Sector Municipal Income ETF worth $257K as of Q2 2026.
OneAscent Financial Services bought 544 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $11.2K.
Columbia Multi-Sector Municipal Income ETF made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #524 holding.
OneAscent Financial Services first reported a position in Columbia Multi-Sector Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
OneAscent Financial Services's Columbia Multi-Sector Municipal Income ETF position peaked at $605K in Q4 2023.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.