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Paragon Private Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Paragon Private Wealth Management’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 		$497K Sell
24,235
-328
-1% -$6.82K 0.16% 140
2025
Q4 		$506K Sell
24,563
-280
-1% -$5.77K 0.16% 139
2025
Q3 		$510K Sell
24,843
-5,333
-18% -$107K 0.17% 139
2025
Q2 		$607K Sell
30,176
-12,520
-29% -$250K 0.24% 116
2025
Q1 		$860K Sell
42,696
-9,335
-18% -$190K 0.4% 70
2024
Q4 		$1.06M Buy
52,031
+3,193
+7% +$65.7K 0.49% 57
2024
Q3 		$1.01M Buy
48,838
+5,673
+13% +$117K 0.5% 57
2024
Q2 		$879K Hold
43,165
– – 0.5% 61
2024
Q1 		$892K Sell
43,165
-430
-1% -$8.89K 0.53% 62
2023
Q4 		$910K Sell
43,595
-7,970
-15% -$159K 0.63% 52
2023
Q3 		$1.01M Sell
51,565
-2,083
-4% -$42.1K 0.83% 44
2023
Q2 		$1.1M Buy
+53,648
New +$1.1M 0.88% 39

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 $377B AUM 19.32% 1-Year Est. Return
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
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return