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TruWealth Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

TruWealth Advisors’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
Q1 		$6.05M Buy
294,981
+3,999
+1% +$83.2K 0.29% 61
2025
Q4 		$6M Buy
290,982
+34,523
+13% +$712K 0.29% 60
2025
Q3 		$5.27M Buy
256,459
+9,599
+4% +$193K 0.27% 60
2025
Q2 		$4.97M Buy
246,860
+32,702
+15% +$653K 0.27% 60
2025
Q1 		$4.31M Sell
214,158
-173,320
-45% -$3.52M 0.26% 58
2024
Q4 		$7.87M Buy
387,478
+3,120
+0.8% +$64.2K 0.47% 51
2024
Q3 		$7.99M Buy
384,358
+13,668
+4% +$282K 0.49% 48
2024
Q2 		$7.55M Sell
370,690
-37,086
-9% -$759K 0.5% 46
2024
Q1 		$8.42M Buy
407,776
+14,450
+4% +$299K 0.59% 48
2023
Q4 		$8.21M Buy
393,326
+23,799
+6% +$475K 0.63% 45
2023
Q3 		$7.21M Buy
369,527
+25,983
+8% +$525K 0.62% 45
2023
Q2 		$7.05M Buy
343,544
+258,291
+303% +$5.3M 0.6% 42
2023
Q1 		$1.76M Buy
85,253
+9,869
+13% +$203K 0.16% 65
2022
Q4 		$1.52M Buy
+75,384
New +$1.5M 0.15% 68

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

TruWealth Advisors's MUST Position: Q1 2026 in Review

TruWealth Advisors increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 1.4% in Q1 2026, buying an estimated $83.2K and bringing the position to 294,981 shares worth $6.05M. The position accounts for 0.29% of the portfolio, ranked #61.

TruWealth Advisors first reported a position in MUST in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.42M in Q1 2024. 86 funds tracked by Wall St. Rank hold MUST as of Q1 2026.

  • TruWealth Advisors held 294,981 shares of Columbia Multi-Sector Municipal Income ETF worth $6.05M as of Q1 2026.
  • TruWealth Advisors bought 3,999 Columbia Multi-Sector Municipal Income ETF shares in Q1 2026, an estimated $83.2K.
  • Columbia Multi-Sector Municipal Income ETF made up 0.29% of TruWealth Advisors's portfolio in Q1 2026, its #61 holding.
  • TruWealth Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2022 and has held it in 14 quarters since.
  • TruWealth Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $8.42M in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.