Beverly Hills Private Wealth’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Beverly Hills Private Wealth’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
2026 Q1	$282K	Buy	+35,345	New	+$287K	0.05%	276

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

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

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

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

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

HWAM

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beverly Hills Private Wealth's CXH Position: Q1 2026 in Review

Beverly Hills Private Wealth opened a new position in MFS Investment Grade Municipal Trust (CXH) in Q1 2026: 35,345 shares worth $282K. The stake represents 0.05% of the portfolio and ranks #276 among its holdings.

33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

Beverly Hills Private Wealth held 35,345 shares of MFS Investment Grade Municipal Trust worth $282K as of Q1 2026.
MFS Investment Grade Municipal Trust was a new Beverly Hills Private Wealth position in Q1 2026.
MFS Investment Grade Municipal Trust made up 0.05% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #276 holding.
33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.