MONEYWISE, INC. MUST holdings history
COLUMBIA MULTI-SECT MUNI INC · CUSIP 19761L607 · CIK 1703080
As of 2026-06-30, MONEYWISE, INC. reported 37.86K MUST (shares), valued at $787.47K, or 0.29% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 7.43%; reported value decreased 6.12%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.29% | 37,859 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 0.37% | 40,898 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 0.36% | 41,813 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 0.53% | 57,500 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 0.74% | 78,861 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 1.16% | 108,892 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 1.32% | 129,408 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 2.05% | 200,471 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 3.31% | 306,892 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 4.00% | 355,998 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 4.95% | 413,148 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 5.08% | 415,315 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.08% | 415,315 | $8.10M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 4.95% | 413,148 | $8.62M | Shares decreased 0.52%; reported value increased 6.47%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 4.00% | 355,998 | $7.35M | Shares decreased 13.83%; reported value decreased 14.70%, and weight changed -0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 3.31% | 306,892 | $6.25M | Shares decreased 13.79%; reported value decreased 15.00%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 2.05% | 200,471 | $4.17M | Shares decreased 34.68%; reported value decreased 33.36%, and weight changed -1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.32% | 129,408 | $2.63M | Shares decreased 35.45%; reported value decreased 36.91%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 1.16% | 108,892 | $2.19M | Shares decreased 15.85%; reported value decreased 16.58%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.74% | 78,861 | $1.59M | Shares decreased 27.58%; reported value decreased 27.63%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 0.53% | 57,500 | $1.18M | Shares decreased 27.09%; reported value decreased 25.60%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 0.36% | 41,813 | $861.77K | Shares decreased 27.28%; reported value decreased 27.00%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 0.37% | 40,898 | $838.82K | Shares decreased 2.19%; reported value decreased 2.66%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 0.29% | 37,859 | $787.47K | Shares decreased 7.43%; reported value decreased 6.12%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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