Kestra Advisory Services’s MFS High Income Municipal Trust CXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-44,590
Closed -$165K 3284
2026
Q1
$165K Buy
+44,590
New +$169K ﹤0.01% 2974
2024
Q1
Sell
-990
Closed -$980K 2472
2023
Q4
$980K Buy
+990
New +$3.25K 0.01% 1131
2021
Q4
Sell
-30,799
Closed -$162K 2048
2021
Q3
$162K Sell
30,799
-11,015
-26% -$58.9K ﹤0.01% 2005
2021
Q2
$221K Buy
41,814
+253
+0.6% +$1.34K ﹤0.01% 1792
2021
Q1
$212K Sell
41,561
-87,148
-68% -$443K ﹤0.01% 1698
2020
Q4
$646K Buy
128,709
+108,216
+528% +$521K 0.01% 1070
2020
Q3
$97K Buy
+20,493
New +$100K ﹤0.01% 1366

Kestra Advisory Services's CXE Position: Q2 2026 in Review

Kestra Advisory Services sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 44,590 shares — an estimated $165K sold.

Kestra Advisory Services first reported a position in CXE in Q3 2020 and held it in 7 quarters. The position peaked at $980K in Q4 2023. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.

  • Kestra Advisory Services reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 44,590 MFS High Income Municipal Trust shares in Q2 2026, an estimated $165K.
  • Kestra Advisory Services first reported a position in MFS High Income Municipal Trust in Q3 2020 and held it in 7 quarters.
  • Kestra Advisory Services's MFS High Income Municipal Trust position peaked at $980K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.