CEFA
CXE

Closed-End Fund Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Closed-End Fund Advisors’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 		$1.02M Buy
274,770
+5,428
+2% +$20.5K 1.04% 27
2025
Q4 		$997K Buy
+269,342
New +$1M 0.59% 46

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

Closed-End Fund Advisors's CXE Position: Q1 2026 in Review

Closed-End Fund Advisors increased its MFS High Income Municipal Trust (CXE) stake by 2% in Q1 2026, buying an estimated $20.5K and bringing the position to 274,770 shares worth $1.02M. The position accounts for 1.04% of the portfolio, ranked #27.

Closed-End Fund Advisors first reported a position in CXE in Q4 2025 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Closed-End Fund Advisors held 274,770 shares of MFS High Income Municipal Trust worth $1.02M as of Q1 2026.
  • Closed-End Fund Advisors bought 5,428 MFS High Income Municipal Trust shares in Q1 2026, an estimated $20.5K.
  • MFS High Income Municipal Trust made up 1.04% of Closed-End Fund Advisors's portfolio in Q1 2026, its #27 holding.
  • Closed-End Fund Advisors first reported a position in MFS High Income Municipal Trust in Q4 2025 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Closed-End Fund Advisors's 13F filing for Q1 2026, filed 11 May 2026.