WR Wealth Planners’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

WR Wealth Planners’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 Q3	–	Sell	-238	Closed	-$4.88K	–	934
2023 Q2	$4.88K	Buy	238 +1	+0.4%	+$21	﹤0.01%	681
2023 Q1	$4.88K	Sell	237 -288	-55%	-$5.91K	﹤0.01%	682
2022 Q4	$10.6K	Sell	525 -1,104	-68%	-$21.9K	0.01%	260
2022 Q3	$31.7K	Buy	1,629 +6	+0.4%	+$122	0.02%	187
2022 Q2	$32.8K	Sell	1,623 -7,577	-82%	-$154K	0.02%	198
2022 Q1	$193K	Buy	+9,200	New	+$199K	0.11%	106

Other funds holding MUST

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

RJFSA

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

WR Wealth Planners's MUST Position: Q3 2023 in Review

WR Wealth Planners sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q3 2023, closing a stake of 238 shares — an estimated $4.88K sold.

WR Wealth Planners first reported a position in MUST in Q1 2022 and held it in 6 quarters. The position peaked at $193K in Q1 2022. 60 funds tracked by Wall St. Rank hold MUST as of Q3 2023.

WR Wealth Planners reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q3 2023 after selling out during the quarter.
WR Wealth Planners sold 238 Columbia Multi-Sector Municipal Income ETF shares in Q3 2023, an estimated $4.88K.
WR Wealth Planners first reported a position in Columbia Multi-Sector Municipal Income ETF in Q1 2022 and held it in 6 quarters.
WR Wealth Planners's Columbia Multi-Sector Municipal Income ETF position peaked at $193K in Q1 2022.
60 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.