CEFA
CXH

Closed-End Fund Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Closed-End Fund Advisors’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 		$124K Hold
15,498
– – 0.13% 150
2025
Q4 		$123K Buy
+15,498
New +$123K 0.07% 170

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

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

Closed-End Fund Advisors held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2026 at 15,498 shares worth $124K. The position accounts for 0.13% of the portfolio, ranked #150.

Closed-End Fund Advisors first reported a position in CXH in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Closed-End Fund Advisors held 15,498 shares of MFS Investment Grade Municipal Trust worth $124K as of Q1 2026.
  • Closed-End Fund Advisors left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2026.
  • MFS Investment Grade Municipal Trust made up 0.13% of Closed-End Fund Advisors's portfolio in Q1 2026, its #150 holding.
  • Closed-End Fund Advisors first reported a position in MFS Investment Grade Municipal Trust in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

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