Rockefeller Capital Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Rockefeller Capital 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	$324K	Buy	15,560 +4,385	+39%	+$90.2K	﹤0.01%	2324
2026 Q1	$229K	Hold	11,175	–	–	﹤0.01%	2417
2025 Q4	$230K	Sell	11,175 -12,000	-52%	-$247K	﹤0.01%	2295
2025 Q3	$476K	Hold	23,175	–	–	﹤0.01%	1798
2025 Q2	$466K	Hold	23,175	–	–	﹤0.01%	1572
2025 Q1	$467K	Buy	23,175 +5,000	+28%	+$102K	﹤0.01%	1502
2024 Q4	$369K	Buy	+18,175	New	+$374K	﹤0.01%	1558
2022 Q1	–	Sell	-600	Closed	-$13K	–	4000
2021 Q4	$13K	Buy	+600	New	+$13.5K	﹤0.01%	2849

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

Rockefeller Capital Management's MUST Position: Q2 2026 in Review

Rockefeller Capital Management increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 39% in Q2 2026, buying an estimated $90.2K and bringing the position to 15,560 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Rockefeller Capital Management first reported a position in MUST in Q4 2021 and has held it in 8 quarters since. The position peaked at $476K in Q3 2025. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

Rockefeller Capital Management held 15,560 shares of Columbia Multi-Sector Municipal Income ETF worth $324K as of Q2 2026.
Rockefeller Capital Management bought 4,385 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $90.2K.
Columbia Multi-Sector Municipal Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2324 holding.
Rockefeller Capital Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2021 and has held it in 8 quarters since.
Rockefeller Capital Management's Columbia Multi-Sector Municipal Income ETF position peaked at $476K in Q3 2025.
84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.