Global Wealth Strategies & Associates MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF

Ownership history in Global Wealth Strategies & Associates  ·  14 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF (MUST) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.83% in 2026 Q1. The latest visible filing shows MUST at 0.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUST was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held MUST — position size vs. price
% of Fund (quarterly)    MUST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 164,522 +10,384 +6.7% 0.83% $3.4M 2026-05-15 (Est.) $20.44
2025 Q4 ADDED 154,138 +6,446 +4.4% 0.79% $3.2M 2026-01-02 $20.48
2025 Q3 ADDED 147,692 +10,153 +7.4% 0.78% $3.0M 2025-10-02 $20.18
2025 Q2 ADDED 137,539 +4,129 +3.1% 0.79% $2.8M 2025-07-07 $19.58
2025 Q1 ADDED 133,410 +29,389 +28.3% 0.81% $2.7M 2025-04-02 $19.57
2024 Q4 ADDED 104,021 +2,557 +2.5% 0.66% $2.1M 2025-01-02 $19.54
2024 Q3 ADDED 101,464 +2,734 +2.8% 0.69% $2.1M 2024-10-01 $19.76
2024 Q2 ADDED 98,730 +5,901 +6.4% 0.72% $2.0M 2024-07-02 $19.24
2024 Q1 ADDED 92,829 +1,408 +1.5% 0.72% $1.9M 2024-04-01 $19.29
2023 Q4 ADDED 91,421 +4,390 +5.0% 0.79% $1.9M 2024-01-02 $19.36
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Wealth Strategies & Associates and MUST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning MUST?

Global Wealth Strategies & Associates reported MUST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUST position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for MUST was 0.83% in 2026 Q1.

What is the latest reported MUST position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 164,522 shares, equal to 0.83% of portfolio, with an estimated market value of $3.4M.

What does the chart on this MUST ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly MUST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Wealth Strategies & Associates time their MUST position?

Based on 13F filing dates vs. subsequent MUST price moves, Global Wealth Strategies & Associates correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on MUST relative to SPY over the holding period was -15.2%.

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