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Strategic Equity Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Strategic Equity 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
2024
Q4 		– Sell
-23,132
Closed -$481K – 56
2024
Q3 		$481K Buy
23,132
+11,220
+94% +$231K 0.23% 36
2024
Q2 		$243K Buy
+11,912
New +$244K 0.16% 40

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
Morgan Stanley
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
HP
Haven Private Orlando, Florida $263M AUM 21.06% 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

Strategic Equity Management's MUST Position: Q4 2024 in Review

Strategic Equity Management sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q4 2024, closing a stake of 23,132 shares — an estimated $481K sold.

Strategic Equity Management first reported a position in MUST in Q2 2024 and held it in 2 quarters. The position peaked at $481K in Q3 2024. 78 funds tracked by Wall St. Rank hold MUST as of Q4 2024.

  • Strategic Equity Management reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Equity Management sold 23,132 Columbia Multi-Sector Municipal Income ETF shares in Q4 2024, an estimated $481K.
  • Strategic Equity Management first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2024 and held it in 2 quarters.
  • Strategic Equity Management's Columbia Multi-Sector Municipal Income ETF position peaked at $481K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q4 2024.

Based on Strategic Equity Management's 13F filing for Q4 2024, filed 7 Feb 2025.