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 Q2	$397K	Sell	19,068 -5,167	-21%	-$106K	0.1%	173
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 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

Paragon Private Wealth Management's MUST Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 21% in Q2 2026, selling an estimated $106K and leaving 19,068 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #173.

Paragon Private Wealth Management first reported a position in MUST in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q2 2023. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Paragon Private Wealth Management held 19,068 shares of Columbia Multi-Sector Municipal Income ETF worth $397K as of Q2 2026.
Paragon Private Wealth Management sold 5,167 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $106K.
Columbia Multi-Sector Municipal Income ETF made up 0.1% of Paragon Private Wealth Management's portfolio in Q2 2026, its #173 holding.
Paragon Private Wealth Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2023 and has held it in 13 quarters since.
Paragon Private Wealth Management's Columbia Multi-Sector Municipal Income ETF position peaked at $1.1M in Q2 2023.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.