HighTower Advisors
CXE

HighTower Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

HighTower Advisors’s Portfolio CXE Stock Details CXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.6K Sell
15,244
-9,483
-38% -$35.8K ﹤0.01% 3695
2025
Q4 		$91.5K Buy
24,727
+3,750
+18% +$13.9K ﹤0.01% 3519
2025
Q3 		$78K Sell
20,977
-908
-4% -$3.25K ﹤0.01% 3575
2025
Q2 		$78.3K Sell
21,885
-544
-2% -$1.92K ﹤0.01% 3509
2025
Q1 		$82.8K Sell
22,429
-10,102
-31% -$37.7K ﹤0.01% 3395
2024
Q4 		$120K Buy
32,531
+13,393
+70% +$51.3K ﹤0.01% 3339
2024
Q3 		$65K Buy
19,138
+4,468
+30% +$17.1K ﹤0.01% 3376
2024
Q2 		$35K Sell
14,670
-1,360
-8% -$4.88K ﹤0.01% 3349
2024
Q1 		$36K Sell
16,030
-5,948
-27% -$21.3K ﹤0.01% 3296
2023
Q4 		$61K Buy
21,978
+3,569
+19% +$11.7K ﹤0.01% 3271
2023
Q3 		$39K Sell
18,409
-2,338
-11% -$7.99K ﹤0.01% 3253
2023
Q2 		$54K Buy
20,747
+1,069
+5% +$3.75K ﹤0.01% 3155
2023
Q1 		$55K Sell
19,678
-19,420
-50% -$69.7K ﹤0.01% 3038
2022
Q4 		$118K Buy
+39,098
New +$134K ﹤0.01% 2916

Other funds holding CXE

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

HighTower Advisors's CXE Position: Q1 2026 in Review

HighTower Advisors reduced its MFS High Income Municipal Trust (CXE) stake by 38% in Q1 2026, selling an estimated $35.8K and leaving 15,244 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

HighTower Advisors first reported a position in CXE in Q4 2022 and has held it in 14 quarters since. The position peaked at $120K in Q4 2024. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • HighTower Advisors held 15,244 shares of MFS High Income Municipal Trust worth $56.6K as of Q1 2026.
  • HighTower Advisors sold 9,483 MFS High Income Municipal Trust shares in Q1 2026, an estimated $35.8K.
  • MFS High Income Municipal Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3695 holding.
  • HighTower Advisors first reported a position in MFS High Income Municipal Trust in Q4 2022 and has held it in 14 quarters since.
  • HighTower Advisors's MFS High Income Municipal Trust position peaked at $120K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.