EPW
CXH

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
Q1 		$166K Buy
20,755
+5,255
+34% +$42.6K 0.01% 954
2025
Q4 		$123K Buy
+15,500
New +$123K 0.01% 906

Other funds holding CXH

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evolve Private Wealth increased its MFS Investment Grade Municipal Trust (CXH) stake by 34% in Q1 2026, buying an estimated $42.6K and bringing the position to 20,755 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #954.

Evolve Private Wealth first reported a position in CXH in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Evolve Private Wealth held 20,755 shares of MFS Investment Grade Municipal Trust worth $166K as of Q1 2026.
  • Evolve Private Wealth bought 5,255 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $42.6K.
  • MFS Investment Grade Municipal Trust made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #954 holding.
  • Evolve Private Wealth first reported a position in MFS Investment Grade Municipal Trust in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

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