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Raymond James & Associates’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Raymond James & Associates’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
2024
Q3 		$446K Sell
21,464
-12,429
-37% -$256K ﹤0.01% 3177
2024
Q2 		$690K Sell
33,893
-570
-2% -$11.7K ﹤0.01% 2863
2024
Q1 		$712K Buy
34,463
+2,619
+8% +$54.2K ﹤0.01% 2828
2023
Q4 		$665K Buy
31,844
+16,349
+106% +$326K ﹤0.01% 2777
2023
Q3 		$302K Sell
15,495
-49
-0.3% -$990 ﹤0.01% 3221
2023
Q2 		$319K Hold
15,544
– – ﹤0.01% 3225
2023
Q1 		$321K Sell
15,544
-1,773
-10% -$36.4K ﹤0.01% 3195
2022
Q4 		$349K Buy
+17,317
New +$344K ﹤0.01% 3120

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James & Associates's MUST Position: Q3 2024 in Review

Raymond James & Associates reduced its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 37% in Q3 2024, selling an estimated $256K and leaving 21,464 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Raymond James & Associates first reported a position in MUST in Q4 2022 and has held it in 8 quarters since. The position peaked at $712K in Q1 2024. 66 funds tracked by Wall St. Rank hold MUST as of Q3 2024.

  • Raymond James & Associates held 21,464 shares of Columbia Multi-Sector Municipal Income ETF worth $446K as of Q3 2024.
  • Raymond James & Associates sold 12,429 Columbia Multi-Sector Municipal Income ETF shares in Q3 2024, an estimated $256K.
  • Columbia Multi-Sector Municipal Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3177 holding.
  • Raymond James & Associates first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2022 and has held it in 8 quarters since.
  • Raymond James & Associates's Columbia Multi-Sector Municipal Income ETF position peaked at $712K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.