Cetera Investment Advisers’s MFS Charter Income Trust MCR Stock Holding History

Cetera Investment Advisers’s Portfolio MCR Stock Details MCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,289	Closed	-$80.5K	–	5104
2026 Q1	$80.5K	Sell	13,289 -4,036	-23%	-$25K	﹤0.01%	4509
2025 Q4	$109K	Sell	17,325 -1,164	-6%	-$7.37K	﹤0.01%	4381
2025 Q3	$119K	Buy	+18,489	New	+$118K	﹤0.01%	4290
2025 Q1	–	Sell	-11,735	Closed	-$74.9K	–	4033
2024 Q4	$74.9K	Sell	11,735 -6,630	-36%	-$42K	﹤0.01%	3618
2024 Q3	$121K	Buy	18,365 +5,864	+47%	+$37.4K	﹤0.01%	3500
2024 Q2	$78.4K	Buy	12,501 +1,816	+17%	+$11.3K	﹤0.01%	3554
2024 Q1	$67.7K	Buy	+10,685	New	+$68K	﹤0.01%	3543

Cetera Investment Advisers's MCR Position: Q2 2026 in Review

Cetera Investment Advisers sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 13,289 shares — an estimated $80.5K sold.

Cetera Investment Advisers first reported a position in MCR in Q1 2024 and held it in 7 quarters. The position peaked at $121K in Q3 2024. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

Cetera Investment Advisers reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
Cetera Investment Advisers sold 13,289 MFS Charter Income Trust shares in Q2 2026, an estimated $80.5K.
Cetera Investment Advisers first reported a position in MFS Charter Income Trust in Q1 2024 and held it in 7 quarters.
Cetera Investment Advisers's MFS Charter Income Trust position peaked at $121K in Q3 2024.
0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.