Commonwealth Equity Services
CXE

Commonwealth Equity Services’s MFS High Income Municipal Trust CXE Stock Holding History

Commonwealth Equity Services’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 		$2.47M Hold
665,235
– – ﹤0.01% 1828
2025
Q4 		$2.46M Hold
665,235
– – ﹤0.01% 1815
2025
Q3 		$2.48M Sell
665,235
-12,000
-2% -$43K ﹤0.01% 1840
2025
Q2 		$2.42M Buy
677,235
+5,000
+0.7% +$17.7K ﹤0.01% 1848
2025
Q1 		$2.48M Sell
672,235
-15,000
-2% -$56K ﹤0.01% 1765
2024
Q4 		$2.53M Sell
687,235
-8,000
-1% -$30.6K ﹤0.01% 1704
2024
Q3 		$2.78M Buy
695,235
+1,805
+0.3% +$6.91K ﹤0.01% 1599
2024
Q2 		$2.57M Buy
693,430
+1,000
+0.1% +$3.59K ﹤0.01% 1615
2024
Q1 		$2.51M Buy
692,430
+4,339
+0.6% +$15.6K ﹤0.01% 1628
2023
Q4 		$2.44M Sell
688,091
-49,244
-7% -$162K ﹤0.01% 1554
2023
Q3 		$2.3M Buy
737,335
+10,000
+1% +$34.2K ﹤0.01% 1521
2023
Q2 		$2.53M Buy
727,335
+501
+0.1% +$1.76K 0.01% 1476
2023
Q1 		$2.65K Sell
726,834
-49,027
-6% -$176K 0.01% 1378
2022
Q4 		$2.71M Buy
775,861
+31,628
+4% +$108K 0.01% 1296
2022
Q3 		$2.51M Buy
744,233
+237,393
+47% +$915K 0.01% 1280
2022
Q2 		$1.91M Buy
506,840
+486,537
+2,396% +$1.92M 0.01% 1469
2022
Q1 		$89K Buy
20,303
+5
+0% +$23 ﹤0.01% 3515
2021
Q4 		$103K Buy
20,298
+5
+0% +$25 ﹤0.01% 3450
2021
Q3 		$106K Buy
20,293
+5
+0% +$27 ﹤0.01% 3410
2021
Q2 		$107K Buy
20,288
+26
+0.1% +$138 ﹤0.01% 3387
2021
Q1 		$103K Buy
20,262
+1,505
+8% +$7.64K ﹤0.01% 3259
2020
Q4 		$95K Buy
18,757
+6
+0% +$29 ﹤0.01% 3069
2020
Q3 		$88K Buy
18,751
+5
+0% +$24 ﹤0.01% 2898
2020
Q2 		$87K Buy
18,746
+3,883
+26% +$17.3K ﹤0.01% 2791
2020
Q1 		$69K Buy
14,863
+1,907
+15% +$9.87K ﹤0.01% 2643
2019
Q4 		$69K Sell
12,956
-96
-0.7% -$518 ﹤0.01% 2776
2019
Q3 		$71K Buy
13,052
+5
+0% +$27 ﹤0.01% 2716
2019
Q2 		$67K Buy
13,047
+5
+0% +$26 ﹤0.01% 2671
2019
Q1 		$66K Buy
13,042
+5
+0% +$25 ﹤0.01% 2645
2018
Q4 		$60K Buy
13,037
+5
+0% +$24 ﹤0.01% 2552
2018
Q3 		$64K Buy
13,032
+5
+0% +$25 ﹤0.01% 2678
2018
Q2 		$65K Sell
13,027
-2,800
-18% -$13.8K ﹤0.01% 2643
2018
Q1 		$77K Buy
15,827
+5
+0% +$25 ﹤0.01% 2565
2017
Q4 		$83K Sell
15,822
-2,195
-12% -$11.6K ﹤0.01% 2527
2017
Q3 		$94K Buy
18,017
+550
+3% +$2.9K ﹤0.01% 2421
2017
Q2 		$91K Buy
17,467
+5
+0% +$26 ﹤0.01% 2383
2017
Q1 		$88K Buy
17,462
+2,205
+14% +$11K ﹤0.01% 2294
2016
Q4 		$75K Buy
15,257
+405
+3% +$2.02K ﹤0.01% 2220
2016
Q3 		$80K Buy
14,852
+1,738
+13% +$9.44K ﹤0.01% 2137
2016
Q2 		$72K Hold
13,114
– – ﹤0.01% 2139
2016
Q1 		$67K Hold
13,114
– – ﹤0.01% 2105
2015
Q4 		$64K Hold
13,114
– – ﹤0.01% 2083
2015
Q3 		$62K Sell
13,114
-5,584
-30% -$25.9K ﹤0.01% 2036
2015
Q2 		$86K Sell
18,698
-3,700
-17% -$17.7K ﹤0.01% 2089
2015
Q1 		$109K Hold
22,398
– – ﹤0.01% 2049
2014
Q4 		$109K Sell
22,398
-5,288
-19% -$25.4K ﹤0.01% 1964
2014
Q3 		$132K Buy
27,686
+5,330
+24% +$25.4K ﹤0.01% 1928
2014
Q2 		$107K Buy
22,356
+3,136
+16% +$15.1K ﹤0.01% 1931
2014
Q1 		$91K Buy
19,220
+8,661
+82% +$40.5K ﹤0.01% 1894
2013
Q4 		$47K Sell
10,559
-1,075
-9% -$4.82K ﹤0.01% 1873
2013
Q3 		$54K Buy
11,634
+87
+0.8% +$397 ﹤0.01% 1797
2013
Q2 		$56K Buy
+11,547
New +$62.8K ﹤0.01% 1733

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
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
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Commonwealth Equity Services's CXE Position: Q1 2026 in Review

Commonwealth Equity Services held its MFS High Income Municipal Trust (CXE) position steady in Q1 2026 at 665,235 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Commonwealth Equity Services first reported a position in CXE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.78M in Q3 2024. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Commonwealth Equity Services held 665,235 shares of MFS High Income Municipal Trust worth $2.47M as of Q1 2026.
  • Commonwealth Equity Services left its MFS High Income Municipal Trust share count unchanged in Q1 2026.
  • MFS High Income Municipal Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1828 holding.
  • Commonwealth Equity Services first reported a position in MFS High Income Municipal Trust in Q2 2013 and has held it in 52 quarters since.
  • Commonwealth Equity Services's MFS High Income Municipal Trust position peaked at $2.78M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.