AWM
CXE

Avior Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-5,017
Closed -$18.5K – 1107
2024
Q4 		$18.5K Sell
5,017
-805
-14% -$3.08K ﹤0.01% 1434
2024
Q3 		$23.3K Buy
5,822
+6
+0.1% +$23 ﹤0.01% 1345
2024
Q2 		$21.6K Sell
5,816
-31
-0.5% -$111 ﹤0.01% 1335
2024
Q1 		$21.2K Buy
+5,847
New +$21K ﹤0.01% 1577

Other funds holding CXE

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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Avior Wealth Management's CXE Position: Q1 2025 in Review

Avior Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q1 2025, closing a stake of 5,017 shares — an estimated $18.5K sold.

Avior Wealth Management first reported a position in CXE in Q1 2024 and held it in 4 quarters. The position peaked at $23.3K in Q3 2024. 52 funds tracked by Wall St. Rank hold CXE as of Q1 2025.

  • Avior Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,017 MFS High Income Municipal Trust shares in Q1 2025, an estimated $18.5K.
  • Avior Wealth Management first reported a position in MFS High Income Municipal Trust in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's MFS High Income Municipal Trust position peaked at $23.3K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.