PI
CXE

PFG Investments’s MFS High Income Municipal Trust CXE Stock Holding History

PFG Investments’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 		– Sell
-34,700
Closed -$128K – 1210
2025
Q4 		$128K Hold
34,700
– – 0.01% 1072
2025
Q3 		$129K Buy
+34,700
New +$124K 0.01% 1030

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

PFG Investments's CXE Position: Q1 2026 in Review

PFG Investments sold out of MFS High Income Municipal Trust (CXE) in Q1 2026, closing a stake of 34,700 shares — an estimated $128K sold.

PFG Investments first reported a position in CXE in Q3 2025 and held it in 2 quarters. The position peaked at $129K in Q3 2025. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • PFG Investments reported no remaining MFS High Income Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • PFG Investments sold 34,700 MFS High Income Municipal Trust shares in Q1 2026, an estimated $128K.
  • PFG Investments first reported a position in MFS High Income Municipal Trust in Q3 2025 and held it in 2 quarters.
  • PFG Investments's MFS High Income Municipal Trust position peaked at $129K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.