DWM
CMU

Drive Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Drive Wealth Management’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,000
Closed -$84.5K – 331
2024
Q4 		$84.5K Sell
24,000
-10,000
-29% -$35.9K 0.02% 332
2024
Q3 		$125K Hold
34,000
– – 0.03% 305
2024
Q2 		$117K Hold
34,000
– – 0.03% 304
2024
Q1 		$113K Hold
34,000
– – 0.03% 305
2023
Q4 		$113K Sell
34,000
-5,200
-13% -$16K 0.04% 293
2023
Q3 		$123K Hold
39,200
– – 0.04% 257
2023
Q2 		$126K Sell
39,200
-15,575
-28% -$49.7K 0.05% 265
2023
Q1 		$176K Sell
54,775
-1,025
-2% -$3.3K 0.07% 261
2022
Q4 		$175K Sell
55,800
-4,140
-7% -$12.7K 0.09% 227
2022
Q3 		$180K Sell
59,940
-3,782
-6% -$12.8K 0.17% 141
2022
Q2 		$214K Sell
63,722
-4,273
-6% -$14.9K 0.2% 139
2022
Q1 		$263K Buy
67,995
+17,274
+34% +$71.4K 0.22% 123
2021
Q4 		$229K Buy
+50,721
New +$229K 0.2% 127

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Drive Wealth Management's CMU Position: Q1 2025 in Review

Drive Wealth Management sold out of MFS High Yield Municipal Trust (CMU) in Q1 2025, closing a stake of 24,000 shares — an estimated $84.5K sold.

Drive Wealth Management first reported a position in CMU in Q4 2021 and held it in 13 quarters. The position peaked at $263K in Q1 2022. 39 funds tracked by Wall St. Rank hold CMU as of Q1 2025.

  • Drive Wealth Management reported no remaining MFS High Yield Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Drive Wealth Management sold 24,000 MFS High Yield Municipal Trust shares in Q1 2025, an estimated $84.5K.
  • Drive Wealth Management first reported a position in MFS High Yield Municipal Trust in Q4 2021 and held it in 13 quarters.
  • Drive Wealth Management's MFS High Yield Municipal Trust position peaked at $263K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.