QFPS
CXE

Quantum Financial Planning Services’s MFS High Income Municipal Trust CXE Stock Holding History

Quantum Financial Planning 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
2025
Q2 		– Sell
-30,888
Closed -$114K – 47
2025
Q1 		$114K Buy
+30,888
New +$115K 0.06% 38

Other funds holding CXE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Quantum Financial Planning Services's CXE Position: Q2 2025 in Review

Quantum Financial Planning Services sold out of MFS High Income Municipal Trust (CXE) in Q2 2025, closing a stake of 30,888 shares — an estimated $114K sold.

Quantum Financial Planning Services first reported a position in CXE in Q1 2025 and held it in 1 quarter. The position peaked at $114K in Q1 2025. 51 funds tracked by Wall St. Rank hold CXE as of Q2 2025.

  • Quantum Financial Planning Services reported no remaining MFS High Income Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • Quantum Financial Planning Services sold 30,888 MFS High Income Municipal Trust shares in Q2 2025, an estimated $114K.
  • Quantum Financial Planning Services first reported a position in MFS High Income Municipal Trust in Q1 2025 and held it in 1 quarter.
  • Quantum Financial Planning Services's MFS High Income Municipal Trust position peaked at $114K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2025.

Based on Quantum Financial Planning Services's 13F filing for Q2 2025, filed 25 Jul 2025.