NA
CXE

NewEdge Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

NewEdge Advisors’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 		$746K Buy
201,166
+34,737
+21% +$131K ﹤0.01% 1683
2025
Q4 		$616K Buy
166,429
+73,249
+79% +$272K ﹤0.01% 1816
2025
Q3 		$347K Buy
93,180
+60,480
+185% +$217K ﹤0.01% 2073
2025
Q2 		$117K Buy
32,700
+10,000
+44% +$35.4K ﹤0.01% 2371
2025
Q1 		$83.8K Buy
+22,700
New +$84.7K ﹤0.01% 2354
2023
Q4 		– Sell
-11,300
Closed -$35.3K – 3773
2023
Q3 		$35.3K Hold
11,300
– – ﹤0.01% 2204
2023
Q2 		$39.3K Hold
11,300
– – ﹤0.01% 2165
2023
Q1 		$39.3K Hold
11,300
– – ﹤0.01% 2096
2022
Q4 		$39.4K Buy
11,300
+300
+3% +$1.03K ﹤0.01% 1820
2022
Q3 		$37K Sell
11,000
-700
-6% -$2.7K ﹤0.01% 1498
2022
Q2 		$44K Buy
11,700
+400
+4% +$1.58K ﹤0.01% 1512
2022
Q1 		$50K Buy
+11,300
New +$51.9K ﹤0.01% 1117

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

NewEdge Advisors's CXE Position: Q1 2026 in Review

NewEdge Advisors increased its MFS High Income Municipal Trust (CXE) stake by 21% in Q1 2026, buying an estimated $131K and bringing the position to 201,166 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

NewEdge Advisors first reported a position in CXE in Q1 2022 and has held it in 12 quarters since. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • NewEdge Advisors held 201,166 shares of MFS High Income Municipal Trust worth $746K as of Q1 2026.
  • NewEdge Advisors bought 34,737 MFS High Income Municipal Trust shares in Q1 2026, an estimated $131K.
  • MFS High Income Municipal Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1683 holding.
  • NewEdge Advisors first reported a position in MFS High Income Municipal Trust in Q1 2022 and has held it in 12 quarters since.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.