LPL Financial
CXH

LPL Financial’s MFS Investment Grade Municipal Trust CXH Stock Holding History

LPL Financial’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,260
Closed -$145K – 5583
2025
Q1 		$145K Buy
18,260
+123
+0.7% +$987 ﹤0.01% 4954
2024
Q4 		$145K Buy
18,137
+6,201
+52% +$50.4K ﹤0.01% 4902
2024
Q3 		$98.1K Buy
11,936
+88
+0.7% +$710 ﹤0.01% 4894
2024
Q2 		$93.6K Sell
11,848
-1,080
-8% -$8.15K ﹤0.01% 4755
2024
Q1 		$98.5K Sell
12,928
-29
-0.2% -$219 ﹤0.01% 4684
2023
Q4 		$98.1K Sell
12,957
-7,069
-35% -$50.2K ﹤0.01% 4556
2023
Q3 		$142K Sell
20,026
-3,896
-16% -$28.9K ﹤0.01% 4343
2023
Q2 		$176K Sell
23,922
-3,652
-13% -$26.7K ﹤0.01% 4196
2023
Q1 		$204K Sell
27,574
-3,867
-12% -$28.4K ﹤0.01% 4029
2022
Q4 		$224K Sell
31,441
-17,450
-36% -$121K ﹤0.01% 3903
2022
Q3 		$329K Sell
48,891
-5,129
-9% -$39.2K ﹤0.01% 3504
2022
Q2 		$409K Sell
54,020
-9,899
-15% -$77.1K ﹤0.01% 3378
2022
Q1 		$546K Sell
63,919
-9,445
-13% -$86.1K ﹤0.01% 3135
2021
Q4 		$756K Buy
73,364
+25,616
+54% +$254K ﹤0.01% 2904
2021
Q3 		$477K Buy
47,748
+21,677
+83% +$225K ﹤0.01% 3261
2021
Q2 		$268K Buy
26,071
+34
+0.1% +$342 ﹤0.01% 3674
2021
Q1 		$255K Buy
26,037
+2,234
+9% +$21.9K ﹤0.01% 3593
2020
Q4 		$233K Buy
23,803
+1,993
+9% +$18.9K ﹤0.01% 3406
2020
Q3 		$205K Buy
21,810
+29
+0.1% +$280 ﹤0.01% 3179
2020
Q2 		$206K Buy
21,781
+938
+5% +$8.54K ﹤0.01% 3110
2020
Q1 		$191K Buy
+20,843
New +$202K ﹤0.01% 2827
2018
Q4 		– Sell
-19,381
Closed -$174K – 3111
2018
Q3 		$174K Sell
19,381
-5,659
-23% -$52K ﹤0.01% 3032
2018
Q2 		$231K Sell
25,040
-3,564
-12% -$33.2K ﹤0.01% 2875
2018
Q1 		$269K Sell
28,604
-4,032
-12% -$38.3K ﹤0.01% 2723
2017
Q4 		$317K Buy
32,636
+9,487
+41% +$92.8K ﹤0.01% 2444
2017
Q3 		$231K Sell
23,149
-2,032
-8% -$20.6K ﹤0.01% 2559
2017
Q2 		$255K Sell
25,181
-27,853
-53% -$279K ﹤0.01% 2417
2017
Q1 		$513K Sell
53,034
-4,083
-7% -$39K ﹤0.01% 1781
2016
Q4 		$541K Buy
57,117
+949
+2% +$9.22K ﹤0.01% 1692
2016
Q3 		$577K Buy
56,168
+1,885
+3% +$19.8K 0.01% 1585
2016
Q2 		$575K Sell
54,283
-46,503
-46% -$482K ﹤0.01% 1555
2016
Q1 		$1.03M Buy
100,786
+10,858
+12% +$109K ﹤0.01% 1652
2015
Q4 		$891K Buy
89,928
+44,964
+100% +$437K ﹤0.01% 1770
2015
Q3 		$442K Sell
44,964
-31,485
-41% -$303K ﹤0.01% 1895
2015
Q2 		$718K Sell
76,449
-15,472
-17% -$143K ﹤0.01% 1607
2015
Q1 		$871K Buy
91,921
+54
+0.1% +$511 ﹤0.01% 1457
2014
Q4 		$861K Buy
91,867
+13,216
+17% +$122K ﹤0.01% 1414
2014
Q3 		$723K Buy
78,651
+1,648
+2% +$15.1K ﹤0.01% 1510
2014
Q2 		$715K Buy
77,003
+365
+0.5% +$3.36K ﹤0.01% 1554
2014
Q1 		$685K Sell
76,638
-558
-0.7% -$4.95K ﹤0.01% 1510
2013
Q4 		$665K Sell
77,196
-3,366
-4% -$28.7K ﹤0.01% 1527
2013
Q3 		$682K Buy
80,562
+22,231
+38% +$193K ﹤0.01% 1436
2013
Q2 		$545K Buy
+58,331
New +$573K ﹤0.01% 1507

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

LPL Financial's CXH Position: Q2 2025 in Review

LPL Financial sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2025, closing a stake of 18,260 shares — an estimated $145K sold.

LPL Financial first reported a position in CXH in Q2 2013 and held it in 43 quarters. The position peaked at $1.03M in Q1 2016. 30 funds tracked by Wall St. Rank hold CXH as of Q2 2025.

  • LPL Financial reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 18,260 MFS Investment Grade Municipal Trust shares in Q2 2025, an estimated $145K.
  • LPL Financial first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and held it in 43 quarters.
  • LPL Financial's MFS Investment Grade Municipal Trust position peaked at $1.03M in Q1 2016.
  • 30 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.