EPW
CMU

Evolve Private Wealth’s MFS High Yield Municipal Trust CMU Stock Holding History

Evolve Private Wealth’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
2026
Q1 		$327K Sell
91,331
-1,272
-1% -$4.54K 0.02% 749
2025
Q4 		$325K Buy
+92,603
New +$323K 0.02% 695

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Evolve Private Wealth's CMU Position: Q1 2026 in Review

Evolve Private Wealth reduced its MFS High Yield Municipal Trust (CMU) stake by 1.4% in Q1 2026, selling an estimated $4.54K and leaving 91,331 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #749.

Evolve Private Wealth first reported a position in CMU in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold CMU as of Q1 2026.

  • Evolve Private Wealth held 91,331 shares of MFS High Yield Municipal Trust worth $327K as of Q1 2026.
  • Evolve Private Wealth sold 1,272 MFS High Yield Municipal Trust shares in Q1 2026, an estimated $4.54K.
  • MFS High Yield Municipal Trust made up 0.02% of Evolve Private Wealth's portfolio in Q1 2026, its #749 holding.
  • Evolve Private Wealth first reported a position in MFS High Yield Municipal Trust in Q4 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.