CFFP
CXH

Center for Financial Planning’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Center for Financial Planning’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 		– Sell
-4,589
Closed -$36.5K – 672
2025
Q4 		$36.5K Hold
4,589
– – ﹤0.01% 335
2025
Q3 		$36.1K Buy
+4,589
New +$34.8K ﹤0.01% 347

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

Center for Financial Planning's CXH Position: Q1 2026 in Review

Center for Financial Planning sold out of MFS Investment Grade Municipal Trust (CXH) in Q1 2026, closing a stake of 4,589 shares — an estimated $36.5K sold.

Center for Financial Planning first reported a position in CXH in Q3 2025 and held it in 2 quarters. The position peaked at $36.5K in Q4 2025. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Center for Financial Planning reported no remaining MFS Investment Grade Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 4,589 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $36.5K.
  • Center for Financial Planning first reported a position in MFS Investment Grade Municipal Trust in Q3 2025 and held it in 2 quarters.
  • Center for Financial Planning's MFS Investment Grade Municipal Trust position peaked at $36.5K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.