SWASL
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Spartan Wealth Advisory Services LLC’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$4.78M Buy
229,666
+2,400
+1% +$49.4K 0.39% 65
2026
Q1 		$4.66M Buy
+227,266
New +$4.73M 0.41% 58

Other funds holding MUST

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Wells Fargo
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's MUST Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 1.1% in Q2 2026, buying an estimated $49.4K and bringing the position to 229,666 shares worth $4.78M. The position accounts for 0.39% of the portfolio, ranked #65.

Spartan Wealth Advisory Services LLC first reported a position in MUST in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 229,666 shares of Columbia Multi-Sector Municipal Income ETF worth $4.78M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 2,400 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $49.4K.
  • Columbia Multi-Sector Municipal Income ETF made up 0.39% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #65 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.