Evolve Private Wealth’s MFS High Income Municipal Trust CXE Stock Holding History

Evolve Private Wealth’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	-24,282	Closed	-$90.1K	–	1051
2026 Q1	$90.1K	Sell	24,282 -618	-2%	-$2.33K	﹤0.01%	981
2025 Q4	$92.1K	Buy	+24,900	New	+$92.6K	0.01%	915

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

Evolve Private Wealth sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 24,282 shares — an estimated $90.1K sold.

Evolve Private Wealth first reported a position in CXE in Q4 2025 and held it in 2 quarters. The position peaked at $92.1K in Q4 2025. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.

Evolve Private Wealth reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 24,282 MFS High Income Municipal Trust shares in Q2 2026, an estimated $90.1K.
Evolve Private Wealth first reported a position in MFS High Income Municipal Trust in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's MFS High Income Municipal Trust position peaked at $92.1K in Q4 2025.
0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.

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