Adapt Wealth Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Adapt Wealth Advisors’s Portfolio CXE Stock Details CXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.1K	Buy	+10,800	New	+$40.8K	0.01%	105

Other funds holding CXE

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Adapt Wealth Advisors's CXE Position: Q1 2026 in Review

Adapt Wealth Advisors opened a new position in MFS High Income Municipal Trust (CXE) in Q1 2026: 10,800 shares worth $40.1K. The stake represents 0.01% of the portfolio and ranks #105 among its holdings.

60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

Adapt Wealth Advisors held 10,800 shares of MFS High Income Municipal Trust worth $40.1K as of Q1 2026.
MFS High Income Municipal Trust was a new Adapt Wealth Advisors position in Q1 2026.
MFS High Income Municipal Trust made up 0.01% of Adapt Wealth Advisors's portfolio in Q1 2026, its #105 holding.
60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.