Focus Partners Wealth
CXH

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

Focus Partners 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 		$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

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
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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Focus Partners Wealth's CXH Position: Q1 2026 in Review

Focus Partners Wealth reduced its MFS Investment Grade Municipal Trust (CXH) stake by 11% in Q1 2026, selling an estimated $239K and leaving 242,888 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Focus Partners Wealth first reported a position in CXH in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.17M in Q4 2025. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Focus Partners Wealth held 242,888 shares of MFS Investment Grade Municipal Trust worth $1.94M as of Q1 2026.
  • Focus Partners Wealth sold 29,543 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $239K.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1329 holding.
  • Focus Partners Wealth first reported a position in MFS Investment Grade Municipal Trust in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's MFS Investment Grade Municipal Trust position peaked at $2.17M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.