AWS
CMU

Atria Wealth Solutions’s MFS High Yield Municipal Trust CMU Stock Holding History

Atria Wealth Solutions’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$72.1K Buy
21,725
+2,749
+14% +$9.22K ﹤0.01% 1444
2025
Q1 		$66.2K Sell
18,976
-17,859
-48% -$63.2K ﹤0.01% 1816
2024
Q4 		$130K Buy
36,835
+16,633
+82% +$59.7K ﹤0.01% 1882
2024
Q3 		$74K Buy
20,202
+1,000
+5% +$3.55K ﹤0.01% 1869
2024
Q2 		$65.9K Buy
19,202
+2,134
+13% +$7.07K ﹤0.01% 1872
2024
Q1 		$56.8K Sell
17,068
-60,807
-78% -$201K ﹤0.01% 1914
2023
Q4 		$258K Sell
77,875
-1,028
-1% -$3.17K ﹤0.01% 1608
2023
Q3 		$247K Sell
78,903
-12,814
-14% -$41.9K ﹤0.01% 1544
2023
Q2 		$295K Sell
91,717
-178
-0.2% -$568 ﹤0.01% 1453
2023
Q1 		$295K Sell
91,895
-3,000
-3% -$9.65K ﹤0.01% 1433
2022
Q4 		$297K Sell
94,895
-20,768
-18% -$63.7K ﹤0.01% 1366
2022
Q3 		$348K Sell
115,663
-374,446
-76% -$1.27M 0.01% 1214
2022
Q2 		$1.65M Buy
+490,109
New +$1.71M 0.03% 504

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atria Wealth Solutions's CMU Position: Q2 2025 in Review

Atria Wealth Solutions increased its MFS High Yield Municipal Trust (CMU) stake by 14% in Q2 2025, buying an estimated $9.22K and bringing the position to 21,725 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Atria Wealth Solutions first reported a position in CMU in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.65M in Q2 2022. 38 funds tracked by Wall St. Rank hold CMU as of Q2 2025.

  • Atria Wealth Solutions held 21,725 shares of MFS High Yield Municipal Trust worth $72.1K as of Q2 2025.
  • Atria Wealth Solutions bought 2,749 MFS High Yield Municipal Trust shares in Q2 2025, an estimated $9.22K.
  • MFS High Yield Municipal Trust made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1444 holding.
  • Atria Wealth Solutions first reported a position in MFS High Yield Municipal Trust in Q2 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's MFS High Yield Municipal Trust position peaked at $1.65M in Q2 2022.
  • 38 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.