Cetera Investment Advisers
CXE

Cetera Investment Advisers’s MFS High Income Municipal Trust CXE Stock Holding History

Cetera Investment Advisers’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
Q1 		$67.1K Hold
18,079
– – ﹤0.01% 4542
2025
Q4 		$66.9K Hold
18,079
– – ﹤0.01% 4471
2025
Q3 		$67.3K Sell
18,079
-333
-2% -$1.19K ﹤0.01% 4394
2025
Q2 		$65.9K Buy
18,412
+5,903
+47% +$20.9K ﹤0.01% 3944
2025
Q1 		$46.2K Sell
12,509
-4,097
-25% -$15.3K ﹤0.01% 3866
2024
Q4 		$61.1K Buy
16,606
+2,540
+18% +$9.73K ﹤0.01% 3639
2024
Q3 		$56.3K Buy
14,066
+4,023
+40% +$15.4K ﹤0.01% 3594
2024
Q2 		$37.3K Hold
10,043
– – ﹤0.01% 3616
2024
Q1 		$36.5K Buy
+10,043
New +$36K ﹤0.01% 3597

Other funds holding CXE

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers's CXE Position: Q1 2026 in Review

Cetera Investment Advisers held its MFS High Income Municipal Trust (CXE) position steady in Q1 2026 at 18,079 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4542.

Cetera Investment Advisers first reported a position in CXE in Q1 2024 and has held it in 9 quarters since. The position peaked at $67.3K in Q3 2025. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Cetera Investment Advisers held 18,079 shares of MFS High Income Municipal Trust worth $67.1K as of Q1 2026.
  • Cetera Investment Advisers left its MFS High Income Municipal Trust share count unchanged in Q1 2026.
  • MFS High Income Municipal Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4542 holding.
  • Cetera Investment Advisers first reported a position in MFS High Income Municipal Trust in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's MFS High Income Municipal Trust position peaked at $67.3K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.