GWSG
CXH

GPS Wealth Strategies Group’s MFS Investment Grade Municipal Trust CXH Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-6,775
Closed -$53.3K – 776
2025
Q3 		$53.3K Hold
6,775
– – 0.01% 661
2025
Q2 		$51.8K Hold
6,775
– – 0.01% 625
2025
Q1 		$53.7K Hold
6,775
– – 0.01% 592
2024
Q4 		$54.1K Hold
6,775
– – 0.01% 564
2024
Q3 		$55.7K Hold
6,775
– – 0.01% 554
2024
Q2 		$53.5K Hold
6,775
– – 0.01% 517
2024
Q1 		$51.6K Hold
6,775
– – 0.01% 500
2023
Q4 		$51.3K Hold
6,775
– – 0.01% 481
2023
Q3 		$47.9K Hold
6,775
– – 0.01% 490
2023
Q2 		$49.8K Sell
6,775
-4,984
-42% -$36.4K 0.01% 495
2023
Q1 		$86.9K Hold
11,759
– – 0.02% 377
2022
Q4 		$83.7K Hold
11,759
– – 0.03% 110
2022
Q3 		$79K Hold
11,759
– – 0.02% 347
2022
Q2 		$89K Buy
11,759
+11,299
+2,456% +$88K 0.02% 340
2022
Q1 		$4K Buy
+460
New +$4.19K ﹤0.01% 876

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

GPS Wealth Strategies Group's CXH Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2025, closing a stake of 6,775 shares — an estimated $53.3K sold.

GPS Wealth Strategies Group first reported a position in CXH in Q1 2022 and held it in 15 quarters. The position peaked at $89K in Q2 2022. 32 funds tracked by Wall St. Rank hold CXH as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 6,775 MFS Investment Grade Municipal Trust shares in Q4 2025, an estimated $53.3K.
  • GPS Wealth Strategies Group first reported a position in MFS Investment Grade Municipal Trust in Q1 2022 and held it in 15 quarters.
  • GPS Wealth Strategies Group's MFS Investment Grade Municipal Trust position peaked at $89K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.