U.S. Capital Wealth Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

U.S. Capital Wealth 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
2023 Q1	–	Sell	-590	Closed	-$11.9K	–	1189
2022 Q4	$11.9K	Buy	+590	New	+$11.7K	﹤0.01%	1236
2022 Q1	–	Sell	-28,445	Closed	-$640K	–	738
2021 Q4	$640K	Buy	28,445 +14,896	+110%	+$334K	0.03%	473
2021 Q3	$305K	Buy	+13,549	New	+$307K	0.01%	607

Other funds holding MUST

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

U.S. Capital Wealth Advisors's MUST Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q1 2023, closing a stake of 590 shares — an estimated $11.9K sold.

U.S. Capital Wealth Advisors first reported a position in MUST in Q3 2021 and held it in 3 quarters. The position peaked at $640K in Q4 2021. 53 funds tracked by Wall St. Rank hold MUST as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 590 Columbia Multi-Sector Municipal Income ETF shares in Q1 2023, an estimated $11.9K.
U.S. Capital Wealth Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Columbia Multi-Sector Municipal Income ETF position peaked at $640K in Q4 2021.
53 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.