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Columbia Etf Tr I multi sec muni shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Columbia Etf Tr I multi sec muni (MUST) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Columbia Etf Tr I multi sec muni

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All positions including Columbia Etf Tr I multi sec muni held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 21k 20.53
2025-06-30 $364k 18k 20.12
2025-03-31 $364k 18k 20.14
2024-12-31 $618k 30k 20.31
2024-09-30 $327k 16k 20.78
2024-06-30 $320k 16k 20.37

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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Columbia Etf Tr I multi sec muni

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

View all funds holding Columbia Etf Tr I multi sec muni