Focus Partners Wealth’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-242,888
Closed -$1.94M 2820
2026
Q1
$1.94M Sell
242,888
-29,543
-11% -$239K ﹤0.01% 1329
2025
Q4
$2.17M Buy
+272,431
New +$2.17M ﹤0.01% 1287

Focus Partners Wealth's CXH Position: Q2 2026 in Review

Focus Partners Wealth sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 242,888 shares — an estimated $1.94M sold.

Focus Partners Wealth first reported a position in CXH in Q4 2025 and held it in 2 quarters. The position peaked at $2.17M in Q4 2025. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

  • Focus Partners Wealth reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 242,888 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $1.94M.
  • Focus Partners Wealth first reported a position in MFS Investment Grade Municipal Trust in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's MFS Investment Grade Municipal Trust position peaked at $2.17M in Q4 2025.
  • 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

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