Jones Financial Companies
CXE

Jones Financial Companies’s MFS High Income Municipal Trust CXE Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-1,782
Closed -$6.56K – 4052
2025
Q1 		$6.56K Buy
+1,782
New +$6.65K ﹤0.01% 2862

Other funds holding CXE

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $5.28B AUM 14.42% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Jones Financial Companies's CXE Position: Q2 2025 in Review

Jones Financial Companies sold out of MFS High Income Municipal Trust (CXE) in Q2 2025, closing a stake of 1,782 shares — an estimated $6.56K sold.

Jones Financial Companies first reported a position in CXE in Q1 2025 and held it in 1 quarter. The position peaked at $6.56K in Q1 2025. 51 funds tracked by Wall St. Rank hold CXE as of Q2 2025.

  • Jones Financial Companies reported no remaining MFS High Income Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1,782 MFS High Income Municipal Trust shares in Q2 2025, an estimated $6.56K.
  • Jones Financial Companies first reported a position in MFS High Income Municipal Trust in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's MFS High Income Municipal Trust position peaked at $6.56K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.