Carson Wealth (CWM LLC)
CXE

Carson Wealth (CWM LLC)’s MFS High Income Municipal Trust CXE Stock Holding History

Carson Wealth (CWM LLC)’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
-1,000
Closed -$4K – 5079
2024
Q4 		$4K Hold
1,000
– – ﹤0.01% 4286
2024
Q3 		$4K Buy
+1,000
New +$3.83K ﹤0.01% 4167

Other funds holding CXE

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 0.79% 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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CXE Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of MFS High Income Municipal Trust (CXE) in Q1 2025, closing a stake of 1,000 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in CXE in Q3 2024 and held it in 2 quarters. The position peaked at $4K in Q4 2024. 52 funds tracked by Wall St. Rank hold CXE as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining MFS High Income Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 MFS High Income Municipal Trust shares in Q1 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in MFS High Income Municipal Trust in Q3 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s MFS High Income Municipal Trust position peaked at $4K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.