IBOK
CXE

Independence Bank of Kentucky’s MFS High Income Municipal Trust CXE Stock Holding History

Independence Bank of Kentucky’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
2025
Q4 		– Sell
-3,332
Closed -$12.4K – 732
2025
Q3 		$12.4K Hold
3,332
– – ﹤0.01% 520
2025
Q2 		$11.9K Sell
3,332
-568
-15% -$2.01K ﹤0.01% 518
2025
Q1 		$14.4K Hold
3,900
– – ﹤0.01% 493
2024
Q4 		$14.4K Buy
+3,900
New +$14.9K ﹤0.01% 495

Other funds holding CXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

Independence Bank of Kentucky's CXE Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of MFS High Income Municipal Trust (CXE) in Q4 2025, closing a stake of 3,332 shares — an estimated $12.4K sold.

Independence Bank of Kentucky first reported a position in CXE in Q4 2024 and held it in 4 quarters. The position peaked at $14.4K in Q1 2025. 61 funds tracked by Wall St. Rank hold CXE as of Q4 2025.

  • Independence Bank of Kentucky reported no remaining MFS High Income Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 3,332 MFS High Income Municipal Trust shares in Q4 2025, an estimated $12.4K.
  • Independence Bank of Kentucky first reported a position in MFS High Income Municipal Trust in Q4 2024 and held it in 4 quarters.
  • Independence Bank of Kentucky's MFS High Income Municipal Trust position peaked at $14.4K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.