Ameritas Advisory Services’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Ameritas Advisory Services’s Portfolio CXH Stock Details CXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-144	Closed	-$1.14K	–	1181
2025 Q3	$1.14K	Buy	144 +2	+1%	+$15	﹤0.01%	2051
2025 Q2	$1.09K	Buy	+142	New	+$1.08K	﹤0.01%	2609
2023 Q2	–	Sell	-261	Closed	-$1.93K	–	968
2023 Q1	$1.93K	Buy	+261	New	+$1.91K	﹤0.01%	2397

Other funds holding CXH

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

RCM

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIA

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

Ameritas Advisory Services's CXH Position: Q4 2025 in Review

Ameritas Advisory Services sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2025, closing a stake of 144 shares — an estimated $1.14K sold.

Ameritas Advisory Services first reported a position in CXH in Q1 2023 and held it in 3 quarters. The position peaked at $1.93K in Q1 2023. 32 funds tracked by Wall St. Rank hold CXH as of Q4 2025.

Ameritas Advisory Services reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 144 MFS Investment Grade Municipal Trust shares in Q4 2025, an estimated $1.14K.
Ameritas Advisory Services first reported a position in MFS Investment Grade Municipal Trust in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's MFS Investment Grade Municipal Trust position peaked at $1.93K in Q1 2023.
32 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.