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 Q2	–	Sell	-54,948	Closed	-$204K	–	4857
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

Envestnet Asset Management's CXE Position: Q2 2026 in Review

Envestnet Asset Management sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 54,948 shares — an estimated $204K sold.

Envestnet Asset Management first reported a position in CXE in Q1 2023 and held it in 11 quarters. The position peaked at $205K in Q4 2025. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.

Envestnet Asset Management reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
Envestnet Asset Management sold 54,948 MFS High Income Municipal Trust shares in Q2 2026, an estimated $204K.
Envestnet Asset Management first reported a position in MFS High Income Municipal Trust in Q1 2023 and held it in 11 quarters.
Envestnet Asset Management's MFS High Income Municipal Trust position peaked at $205K in Q4 2025.
0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.