Carson Wealth (CWM LLC)
CXH

Carson Wealth (CWM LLC)’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.11K Buy
+640
New +$5.19K ﹤0.01% 5016

Other funds holding CXH

BI
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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CXH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in MFS Investment Grade Municipal Trust (CXH) in Q1 2026: 640 shares worth $5.11K. The stake represents ﹤0.01% of the portfolio and ranks #5016 among its holdings.

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

  • Carson Wealth (CWM LLC) held 640 shares of MFS Investment Grade Municipal Trust worth $5.11K as of Q1 2026.
  • MFS Investment Grade Municipal Trust was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5016 holding.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.