DWM
CXE

Drive Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History

Drive Wealth Management’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
2025
Q1 		– Sell
-20,000
Closed -$73.6K – 336
2024
Q4 		$73.6K Sell
20,000
-2,500
-11% -$9.57K 0.02% 334
2024
Q3 		$90.1K Sell
22,500
-950
-4% -$3.64K 0.02% 312
2024
Q2 		$87K Hold
23,450
– – 0.02% 310
2024
Q1 		$85.1K Sell
23,450
-18,612
-44% -$66.7K 0.02% 311
2023
Q4 		$149K Buy
42,062
+950
+2% +$3.12K 0.05% 282
2023
Q3 		$128K Buy
41,112
+2,500
+6% +$8.55K 0.05% 254
2023
Q2 		$134K Buy
38,612
+71
+0.2% +$249 0.05% 261
2023
Q1 		$141K Buy
38,541
+13,208
+52% +$47.4K 0.06% 268
2022
Q4 		$88.4K Buy
25,333
+15,134
+148% +$51.8K 0.04% 239
2022
Q3 		$34K Buy
10,199
+128
+1% +$493 0.03% 158
2022
Q2 		$38K Buy
+10,071
New +$39.8K 0.03% 167

Other funds holding CXE

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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

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

Drive Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q1 2025, closing a stake of 20,000 shares — an estimated $73.6K sold.

Drive Wealth Management first reported a position in CXE in Q2 2022 and held it in 11 quarters. The position peaked at $149K in Q4 2023. 52 funds tracked by Wall St. Rank hold CXE as of Q1 2025.

  • Drive Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Drive Wealth Management sold 20,000 MFS High Income Municipal Trust shares in Q1 2025, an estimated $73.6K.
  • Drive Wealth Management first reported a position in MFS High Income Municipal Trust in Q2 2022 and held it in 11 quarters.
  • Drive Wealth Management's MFS High Income Municipal Trust position peaked at $149K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2025.

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