Evolve Private Wealth’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Evolve Private Wealth’s Portfolio CXH Stock Details CXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20,755	Closed	-$166K	–	1050
2026 Q1	$166K	Buy	20,755 +5,255	+34%	+$42.6K	0.01%	954
2025 Q4	$123K	Buy	+15,500	New	+$123K	0.01%	906

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

Evolve Private Wealth sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 20,755 shares — an estimated $166K sold.

Evolve Private Wealth first reported a position in CXH in Q4 2025 and held it in 2 quarters. The position peaked at $166K in Q1 2026. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

Evolve Private Wealth reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 20,755 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $166K.
Evolve Private Wealth first reported a position in MFS Investment Grade Municipal Trust in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's MFS Investment Grade Municipal Trust position peaked at $166K in Q1 2026.
0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

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