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Columbia Etf Tr I multi sec muni shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Columbia Etf Tr I multi sec muni (MUST) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Columbia Etf Tr I multi sec muni

Tip: Access up to 7 years of quarterly data

All positions including Columbia Etf Tr I multi sec muni held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Etf Tr I multi sec muni by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 14k 20.53
2025-06-30 $241k 12k 20.12

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Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
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Pimco Etf Tr Active Bd Etf (BOND)
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View all positions for Concurrent Investment Advisors

Top funds holding Columbia Etf Tr I multi sec muni

Morgan Stanley
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Haven Private
Commonwealth Equity Services
TruWealth Advisors
Royal Bank of Canada
UBS Group
Raymond James Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Global Wealth Strategies & Associates
Frederick Financial Consultants
Baker Avenue Asset Management

View all funds holding Columbia Etf Tr I multi sec muni