AF
CXE

Allworth Financial’s MFS High Income Municipal Trust CXE Stock Holding History

Allworth Financial’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 		$48.2K Hold
13,000
– – ﹤0.01% 2355
2025
Q4 		$48.1K Hold
13,000
– – ﹤0.01% 2227
2025
Q3 		$48.4K Hold
13,000
– – ﹤0.01% 2127
2025
Q2 		$46.5K Buy
+13,000
New +$46K ﹤0.01% 1987
2023
Q1 		– Sell
-2,000
Closed -$6.98K – 3218
2022
Q4 		$6.98K Buy
+2,000
New +$6.85K ﹤0.01% 1795

Other funds holding CXE

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
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
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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Allworth Financial's CXE Position: Q1 2026 in Review

Allworth Financial held its MFS High Income Municipal Trust (CXE) position steady in Q1 2026 at 13,000 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Allworth Financial first reported a position in CXE in Q4 2022 and has held it in 5 quarters since. The position peaked at $48.4K in Q3 2025. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Allworth Financial held 13,000 shares of MFS High Income Municipal Trust worth $48.2K as of Q1 2026.
  • Allworth Financial left its MFS High Income Municipal Trust share count unchanged in Q1 2026.
  • MFS High Income Municipal Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2355 holding.
  • Allworth Financial first reported a position in MFS High Income Municipal Trust in Q4 2022 and has held it in 5 quarters since.
  • Allworth Financial's MFS High Income Municipal Trust position peaked at $48.4K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.