LPL Financial
CXE

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

LPL Financial’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 		$86.4K Buy
23,293
+6,673
+40% +$25.2K ﹤0.01% 5701
2025
Q4 		$61.5K Sell
16,620
-3,666
-18% -$13.6K ﹤0.01% 5676
2025
Q3 		$75.5K Buy
20,286
+9,236
+84% +$33.1K ﹤0.01% 5566
2025
Q2 		$39.6K Sell
11,050
-14,948
-57% -$52.9K ﹤0.01% 5390
2025
Q1 		$95.9K Buy
25,998
+45
+0.2% +$168 ﹤0.01% 5051
2024
Q4 		$95.5K Sell
25,953
-7,613
-23% -$29.2K ﹤0.01% 5003
2024
Q3 		$134K Buy
33,566
+5
+0% +$19 ﹤0.01% 4831
2024
Q2 		$125K Hold
33,561
– – ﹤0.01% 4693
2024
Q1 		$122K Sell
33,561
-1,000
-3% -$3.59K ﹤0.01% 4635
2023
Q4 		$123K Sell
34,561
-1,500
-4% -$4.92K ﹤0.01% 4515
2023
Q3 		$113K Buy
36,061
+15,000
+71% +$51.3K ﹤0.01% 4393
2023
Q2 		$73.3K Hold
21,061
– – ﹤0.01% 4382
2023
Q1 		$76.9K Buy
21,061
+3,500
+20% +$12.6K ﹤0.01% 4250
2022
Q4 		$61.3K Hold
17,561
– – ﹤0.01% 4240
2022
Q3 		$59K Hold
17,561
– – ﹤0.01% 4208
2022
Q2 		$66K Hold
17,561
– – ﹤0.01% 4195
2022
Q1 		$77K Buy
+17,561
New +$80.6K ﹤0.01% 4014
2020
Q1 		– Sell
-18,137
Closed -$98K – 3255
2019
Q4 		$98K Hold
18,137
– – ﹤0.01% 3223
2019
Q3 		$100K Hold
18,137
– – ﹤0.01% 3145
2019
Q2 		$94K Hold
18,137
– – ﹤0.01% 3157
2019
Q1 		$93K Hold
18,137
– – ﹤0.01% 3076
2018
Q4 		$84K Hold
18,137
– – ﹤0.01% 2973
2018
Q3 		$90K Hold
18,137
– – ﹤0.01% 3136
2018
Q2 		$90K Hold
18,137
– – ﹤0.01% 3113
2018
Q1 		$89K Buy
+18,137
New +$91.4K ﹤0.01% 3087
2017
Q2 		– Sell
-10,209
Closed -$52K – 2840
2017
Q1 		$52K Buy
10,209
+98
+1% +$488 ﹤0.01% 2650
2016
Q4 		$50K Buy
10,111
+57
+0.6% +$285 ﹤0.01% 2636
2016
Q3 		$53K Buy
10,054
+24
+0.2% +$130 ﹤0.01% 2576
2016
Q2 		$55K Sell
10,030
-15,016
-60% -$80.2K ﹤0.01% 2556
2016
Q1 		$133K Sell
25,046
-142,697
-85% -$719K ﹤0.01% 2898
2015
Q4 		$832K Buy
167,743
+53,185
+46% +$257K ﹤0.01% 1818
2015
Q3 		$542K Sell
114,558
-29,545
-21% -$137K ﹤0.01% 1724
2015
Q2 		$663K Sell
144,103
-499
-0.3% -$2.38K ﹤0.01% 1670
2015
Q1 		$709K Sell
144,602
-21,070
-13% -$103K ﹤0.01% 1604
2014
Q4 		$808K Buy
165,672
+20,187
+14% +$97.1K ﹤0.01% 1462
2014
Q3 		$691K Sell
145,485
-992
-0.7% -$4.72K ﹤0.01% 1541
2014
Q2 		$702K Buy
146,477
+737
+0.5% +$3.55K ﹤0.01% 1562
2014
Q1 		$692K Sell
145,740
-6,538
-4% -$30.6K ﹤0.01% 1502
2013
Q4 		$681K Buy
152,278
+79
+0.1% +$355 ﹤0.01% 1514
2013
Q3 		$685K Buy
152,199
+8,917
+6% +$40.6K ﹤0.01% 1428
2013
Q2 		$699K Buy
+143,282
New +$780K 0.01% 1342

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

LPL Financial's CXE Position: Q1 2026 in Review

LPL Financial increased its MFS High Income Municipal Trust (CXE) stake by 40% in Q1 2026, buying an estimated $25.2K and bringing the position to 23,293 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5701.

LPL Financial first reported a position in CXE in Q2 2013 and has held it in 41 quarters since. The position peaked at $832K in Q4 2015. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • LPL Financial held 23,293 shares of MFS High Income Municipal Trust worth $86.4K as of Q1 2026.
  • LPL Financial bought 6,673 MFS High Income Municipal Trust shares in Q1 2026, an estimated $25.2K.
  • MFS High Income Municipal Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5701 holding.
  • LPL Financial first reported a position in MFS High Income Municipal Trust in Q2 2013 and has held it in 41 quarters since.
  • LPL Financial's MFS High Income Municipal Trust position peaked at $832K in Q4 2015.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.