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Columbia Etf Tr I multi sec muni shares owned by TruWealth Advisors

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

Historical chart of TruWealth 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 TruWealth 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.9M 388k 20.31
2024-09-30 $8.0M 384k 20.78
2024-06-30 $7.6M 371k 20.37
2024-03-31 $8.4M 408k 20.66
2023-12-31 $8.2M 393k 20.87
2023-09-30 $7.2M 370k 19.50
2023-06-30 $7.0M 344k 20.51
2023-03-31 $1.8M 85k 20.62
2022-12-31 $1.5M 75k 20.16

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Vanguard Index Fds Total Stk Mkt (VTI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Broadcom (AVGO)

View all positions for TruWealth Advisors

Top funds holding Columbia Etf Tr I multi sec muni

Ameriprise Financial
Wells Fargo & Company
Morgan Stanley
LPL Financial
Haven Private
Amplius Wealth Advisors
UBS Group
Commonwealth Equity Services
TruWealth Advisors
Bank of America Corporation
Raymond James Financial
Royal Bank of Canada
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
BlueStem Wealth Partners

View all funds holding Columbia Etf Tr I multi sec muni