Vertex Planning Partners’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Vertex Planning Partners’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 Q4	–	Sell	-15,076	Closed	-$310K	–	180
2025 Q3	$310K	Buy	15,076 +2,782	+23%	+$56.1K	0.06%	158
2025 Q2	$247K	Buy	12,294 +175	+1%	+$3.5K	0.05%	164
2025 Q1	$244K	Buy	12,119 +40	+0.3%	+$813	0.05%	162
2024 Q4	$245K	Buy	12,079 +1,266	+12%	+$26K	0.05%	164
2024 Q3	$225K	Buy	+10,813	New	+$223K	0.05%	153
2024 Q2	–	Sell	-11,913	Closed	-$246K	–	157
2024 Q1	$246K	Buy	11,913 +155	+1%	+$3.21K	0.07%	140
2023 Q4	$245K	Buy	+11,758	New	+$234K	0.07%	140
2023 Q1	–	Sell	-17,074	Closed	-$344K	–	140
2022 Q4	$344K	Buy	+17,074	New	+$339K	0.13%	95

Other funds holding MUST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vertex Planning Partners's MUST Position: Q4 2025 in Review

Vertex Planning Partners sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q4 2025, closing a stake of 15,076 shares — an estimated $310K sold.

Vertex Planning Partners first reported a position in MUST in Q4 2022 and held it in 8 quarters. The position peaked at $344K in Q4 2022. 79 funds tracked by Wall St. Rank hold MUST as of Q4 2025.

Vertex Planning Partners reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 15,076 Columbia Multi-Sector Municipal Income ETF shares in Q4 2025, an estimated $310K.
Vertex Planning Partners first reported a position in Columbia Multi-Sector Municipal Income ETF in Q4 2022 and held it in 8 quarters.
Vertex Planning Partners's Columbia Multi-Sector Municipal Income ETF position peaked at $344K in Q4 2022.
79 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.