Envestnet Asset Management
CXE

Envestnet Asset Management’s MFS High Income Municipal Trust CXE Stock Holding History

Envestnet Asset 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
2026
Q1 		$204K Sell
54,948
-419
-0.8% -$1.58K ﹤0.01% 4502
2025
Q4 		$205K Buy
55,367
+682
+1% +$2.54K ﹤0.01% 4257
2025
Q3 		$203K Buy
54,685
+5,094
+10% +$18.2K ﹤0.01% 4311
2025
Q2 		$178K Hold
49,591
– – ﹤0.01% 4261
2025
Q1 		$183K Buy
49,591
+1,640
+3% +$6.12K ﹤0.01% 4159
2024
Q4 		$176K Buy
47,951
+1,291
+3% +$4.94K ﹤0.01% 4125
2024
Q3 		$187K Sell
46,660
-4,127
-8% -$15.8K ﹤0.01% 4031
2024
Q2 		$188K Buy
50,787
+7,356
+17% +$26.4K ﹤0.01% 3944
2024
Q1 		$158K Sell
43,431
-1,365
-3% -$4.89K ﹤0.01% 3993
2023
Q4 		$159K Buy
+44,796
New +$147K ﹤0.01% 3876
2023
Q2 		– Sell
-10,900
Closed -$39.8K – 3977
2023
Q1 		$39.8K Buy
+10,900
New +$39.1K ﹤0.01% 3869

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

Envestnet Asset Management's CXE Position: Q1 2026 in Review

Envestnet Asset Management reduced its MFS High Income Municipal Trust (CXE) stake by 0.76% in Q1 2026, selling an estimated $1.58K and leaving 54,948 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #4502.

Envestnet Asset Management first reported a position in CXE in Q1 2023 and has held it in 11 quarters since. The position peaked at $205K in Q4 2025. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Envestnet Asset Management held 54,948 shares of MFS High Income Municipal Trust worth $204K as of Q1 2026.
  • Envestnet Asset Management sold 419 MFS High Income Municipal Trust shares in Q1 2026, an estimated $1.58K.
  • MFS High Income Municipal Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4502 holding.
  • Envestnet Asset Management first reported a position in MFS High Income Municipal Trust in Q1 2023 and has held it in 11 quarters since.
  • Envestnet Asset Management's MFS High Income Municipal Trust position peaked at $205K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.