HWAM
CXH

Hennion & Walsh Asset Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Hennion & Walsh Asset Management’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
-141,088
Closed -$1.13M – 968
2026
Q1 		$1.13M Buy
141,088
+28,451
+25% +$231K 0.04% 479
2025
Q4 		$895K Buy
112,637
+63,238
+128% +$503K 0.03% 546
2025
Q3 		$388K Sell
49,399
-86,904
-64% -$659K 0.01% 775
2025
Q2 		$1.04M Sell
136,303
-19,567
-13% -$149K 0.04% 485
2025
Q1 		$1.23M Sell
155,870
-2,672
-2% -$21.4K 0.05% 423
2024
Q4 		$1.27M Buy
158,542
+49,420
+45% +$402K 0.06% 410
2024
Q3 		$897K Sell
109,122
-1,058
-1% -$8.54K 0.04% 471
2024
Q2 		$870K Sell
110,180
-679
-0.6% -$5.12K 0.04% 456
2024
Q1 		$845K Sell
110,859
-1,571
-1% -$11.9K 0.05% 464
2023
Q4 		$851K Buy
112,430
+41,814
+59% +$297K 0.05% 442
2023
Q3 		$499K Buy
+70,616
New +$523K 0.03% 518

Hennion & Walsh Asset Management's CXH Position: Q2 2026 in Review

Hennion & Walsh Asset Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 141,088 shares — an estimated $1.13M sold.

Hennion & Walsh Asset Management first reported a position in CXH in Q3 2023 and held it in 11 quarters. The position peaked at $1.27M in Q4 2024. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

  • Hennion & Walsh Asset Management reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 141,088 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $1.13M.
  • Hennion & Walsh Asset Management first reported a position in MFS Investment Grade Municipal Trust in Q3 2023 and held it in 11 quarters.
  • Hennion & Walsh Asset Management's MFS Investment Grade Municipal Trust position peaked at $1.27M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.