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

Waverly 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
Q2 		$6.96M Buy
334,757
+323,827
+2,963% +$6.66M 0.04% 364
2026
Q1 		$224K Buy
+10,930
New +$227K ﹤0.01% 1442

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

Waverly Advisors's MUST Position: Q2 2026 in Review

Waverly Advisors increased its Columbia Multi-Sector Municipal Income ETF (MUST) stake by 2,963% in Q2 2026, buying an estimated $6.66M and bringing the position to 334,757 shares worth $6.96M. The position accounts for 0.04% of the portfolio, ranked #364.

Waverly Advisors first reported a position in MUST in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold MUST as of Q2 2026.

  • Waverly Advisors held 334,757 shares of Columbia Multi-Sector Municipal Income ETF worth $6.96M as of Q2 2026.
  • Waverly Advisors bought 323,827 Columbia Multi-Sector Municipal Income ETF shares in Q2 2026, an estimated $6.66M.
  • Columbia Multi-Sector Municipal Income ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #364 holding.
  • Waverly Advisors first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.