MUST — COLUMBIA ETF TR I

Ownership history in TruWealth Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which TruWealth Advisors, LLC reported a position in COLUMBIA ETF TR I (MUST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.63% (2023 Q4)
Avg. % of fund
0.41%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 290,982 +34,523 +13.5% 0.29% $6.0M $20.51
2025 Q3 ADDED 256,459 +9,599 +3.9% 0.27% $5.3M $20.20
2025 Q2 ADDED 246,860 +32,702 +15.3% 0.27% $5.0M $19.63
2025 Q1 REDUCED 214,158 -173,320 -44.7% 0.26% $4.3M $19.48
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MUST price (monthly, adj. close)

Other funds also holding MUST

As of 2025 Q4 — sorted by position size

ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 1.35% GENESIS PRIVATE WEALTH, LLC 0.81% LM Advisors LLC 0.81% Global Wealth Strategies & Associates 3Y 0.79% Lakeside Advisors, INC. 3Y 0.48% MONEYWISE, INC. 3Y 7Y 0.36% Rare Wolf Capital LLC 0.31% CVFG LLC 0.21% INTEGRITY WEALTH ADVISORS, INC. 0.18% LAKE STREET PRIVATE WEALTH, LLC 3Y 0.17%
← Back to TruWealth Advisors, LLC Holdings