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Summit Financial’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Summit Financial’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 		$973K Buy
46,783
+30,836
+193% +$634K 0.01% 845
2026
Q1 		$327K Buy
15,947
+1,228
+8% +$25.5K ﹤0.01% 1153
2025
Q4 		$303K Buy
14,719
+326
+2% +$6.72K ﹤0.01% 1083
2025
Q3 		$295K Buy
+14,393
New +$290K ﹤0.01% 1066

Other funds holding MUST

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Summit Financial's MUST Position: Q2 2026 in Review

Summit Financial increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 193% in Q2 2026, buying an estimated $634K and bringing the position to 46,783 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #845.

Summit Financial first reported a position in MUST in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

  • Summit Financial held 46,783 shares of Columbia Multi-Sector Municipal Income ETF worth $973K as of Q2 2026.
  • Summit Financial bought 30,836 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $634K.
  • Columbia Multi-Sector Municipal Income ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #845 holding.
  • Summit Financial first reported a position in Columbia Multi-Sector Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.