CAPTRUST Financial Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

CAPTRUST Financial Advisors’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
2026 Q2	–	Sell	-104,117	Closed	-$386K	–	3309
2026 Q1	$386K	Hold	104,117	–	–	﹤0.01%	2211
2025 Q4	$385K	Hold	104,117	–	–	﹤0.01%	2065
2025 Q3	$387K	Hold	104,117	–	–	﹤0.01%	1995
2025 Q2	$373K	Hold	104,117	–	–	﹤0.01%	1915
2025 Q1	$384K	Hold	104,117	–	–	﹤0.01%	1805
2024 Q4	$383K	Hold	104,117	–	–	﹤0.01%	1757
2024 Q3	$417K	Hold	104,117	–	–	﹤0.01%	1680
2024 Q2	$386K	Hold	104,117	–	–	﹤0.01%	1650
2024 Q1	$378K	Hold	104,117	–	–	﹤0.01%	1643
2023 Q4	$370K	Sell	104,117 -64	-0.1%	-$210	﹤0.01%	1970
2023 Q3	$325K	Hold	104,181	–	–	﹤0.01%	1937
2023 Q2	$363K	Buy	104,181 +44,117	+73%	+$155K	﹤0.01%	1835
2023 Q1	$219K	Buy	+60,064	New	+$216K	﹤0.01%	1992

CAPTRUST Financial Advisors's CXE Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 104,117 shares — an estimated $386K sold.

CAPTRUST Financial Advisors first reported a position in CXE in Q1 2023 and held it in 13 quarters. The position peaked at $417K in Q3 2024. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.

CAPTRUST Financial Advisors reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
CAPTRUST Financial Advisors sold 104,117 MFS High Income Municipal Trust shares in Q2 2026, an estimated $386K.
CAPTRUST Financial Advisors first reported a position in MFS High Income Municipal Trust in Q1 2023 and held it in 13 quarters.
CAPTRUST Financial Advisors's MFS High Income Municipal Trust position peaked at $417K in Q3 2024.
0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.