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 Q2	–	Sell	-91,331	Closed	-$327K	–	1040
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

Evolve Private Wealth's CMU Position: Q2 2026 in Review

Evolve Private Wealth sold out of MFS High Yield Municipal Trust (CMU) in Q2 2026, closing a stake of 91,331 shares — an estimated $327K sold.

Evolve Private Wealth first reported a position in CMU in Q4 2025 and held it in 2 quarters. The position peaked at $327K in Q1 2026. 0 funds tracked by Wall St. Rank hold CMU as of Q2 2026.

Evolve Private Wealth reported no remaining MFS High Yield Municipal Trust position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 91,331 MFS High Yield Municipal Trust shares in Q2 2026, an estimated $327K.
Evolve Private Wealth first reported a position in MFS High Yield Municipal Trust in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's MFS High Yield Municipal Trust position peaked at $327K in Q1 2026.
0 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.