NPFS
CXE

Novak & Powell Financial Services’s MFS High Income Municipal Trust CXE Stock Holding History

Novak & Powell Financial Services’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
Q2 		– Sell
-38,183
Closed -$142K – 174
2026
Q1 		$142K Buy
38,183
+545
+1% +$2.06K 0.08% 161
2025
Q4 		$139K Buy
+37,638
New +$140K 0.07% 161
2025
Q3 		– Sell
-36,540
Closed -$131K – 166
2025
Q2 		$131K Buy
36,540
+523
+1% +$1.85K 0.09% 143
2025
Q1 		$133K Buy
36,017
+459
+1% +$1.71K 0.08% 149
2024
Q4 		$131K Buy
35,558
+451
+1% +$1.73K 0.08% 146
2024
Q3 		$141K Buy
35,107
+433
+1% +$1.66K 0.08% 153
2024
Q2 		$129K Buy
34,674
+432
+1% +$1.55K 0.08% 149
2024
Q1 		$124K Buy
34,242
+401
+1% +$1.44K 0.09% 141
2023
Q4 		$120K Buy
+33,841
New +$111K 0.08% 146

Novak & Powell Financial Services's CXE Position: Q2 2026 in Review

Novak & Powell Financial Services sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 38,183 shares — an estimated $142K sold.

Novak & Powell Financial Services first reported a position in CXE in Q4 2023 and held it in 9 quarters. The position peaked at $142K in Q1 2026. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.

  • Novak & Powell Financial Services reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Novak & Powell Financial Services sold 38,183 MFS High Income Municipal Trust shares in Q2 2026, an estimated $142K.
  • Novak & Powell Financial Services first reported a position in MFS High Income Municipal Trust in Q4 2023 and held it in 9 quarters.
  • Novak & Powell Financial Services's MFS High Income Municipal Trust position peaked at $142K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.