AW
MXE

Atlas Wealth’s Mexico Equity and Income Fund MXE Stock Holding History

Atlas Wealth’s Portfolio MXE Stock Details MXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$970K Buy
+74,565
New +$1M 0.14% 97
2024
Q3 		– Sell
-48,141
Closed -$463K – 129
2024
Q2 		$463K Buy
+48,141
New +$510K 0.05% 145
2023
Q4 		– Sell
-46,214
Closed -$434K – 118
2023
Q3 		$434K Buy
46,214
+737
+2% +$7.5K 0.08% 122
2023
Q2 		$476K Buy
45,477
+7,836
+21% +$78.6K 0.09% 122
2023
Q1 		$379K Buy
37,641
+7,067
+23% +$69.4K 0.07% 129
2022
Q4 		$268K Buy
+30,574
New +$261K 0.07% 103

Other funds holding MXE

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atlas Wealth's MXE Position: Q2 2026 in Review

Atlas Wealth opened a new position in Mexico Equity and Income Fund (MXE) in Q2 2026: 74,565 shares worth $970K. The stake represents 0.14% of the portfolio and ranks #97 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in MXE as recently as Q2 2024.

Atlas Wealth first reported a position in MXE in Q4 2022 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold MXE as of Q2 2026.

  • Atlas Wealth held 74,565 shares of Mexico Equity and Income Fund worth $970K as of Q2 2026.
  • Mexico Equity and Income Fund was a new Atlas Wealth position in Q2 2026.
  • Mexico Equity and Income Fund made up 0.14% of Atlas Wealth's portfolio in Q2 2026, its #97 holding.
  • Atlas Wealth first reported a position in Mexico Equity and Income Fund in Q4 2022 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.