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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-13,000
Closed -$48.2K 5208
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

Allworth Financial's CXE Position: Q2 2026 in Review

Allworth Financial sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 13,000 shares — an estimated $48.2K sold.

Allworth Financial first reported a position in CXE in Q4 2022 and held it in 5 quarters. The position peaked at $48.4K in Q3 2025. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.

  • Allworth Financial reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 13,000 MFS High Income Municipal Trust shares in Q2 2026, an estimated $48.2K.
  • Allworth Financial first reported a position in MFS High Income Municipal Trust in Q4 2022 and held it in 5 quarters.
  • Allworth Financial's MFS High Income Municipal Trust position peaked at $48.4K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.