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Transcendent Capital Group’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Transcendent Capital Group’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
2025
Q1 		– Sell
-8,627
Closed -$175K – 299
2024
Q4 		$175K Buy
8,627
+214
+3% +$4.4K 0.09% 107
2024
Q3 		$175K Buy
8,413
+339
+4% +$6.99K 0.09% 114
2024
Q2 		$164K Buy
8,074
+363
+5% +$7.43K 0.09% 98
2024
Q1 		$159K Buy
7,711
+37
+0.5% +$765 0.09% 104
2023
Q4 		$160K Buy
+7,674
New +$153K 0.11% 84

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Transcendent Capital Group's MUST Position: Q1 2025 in Review

Transcendent Capital Group sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q1 2025, closing a stake of 8,627 shares — an estimated $175K sold.

Transcendent Capital Group first reported a position in MUST in Q4 2023 and held it in 5 quarters. The position peaked at $175K in Q4 2024. 78 funds tracked by Wall St. Rank hold MUST as of Q1 2025.

  • Transcendent Capital Group reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 8,627 Columbia Multi-Sector Municipal Income ETF shares in Q1 2025, an estimated $175K.
  • Transcendent Capital Group first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Columbia Multi-Sector Municipal Income ETF position peaked at $175K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.