Raymond James Financial’s MFS High Income Municipal Trust CXE Stock Holding History

Raymond James Financial’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	$244K	Sell	65,791 -21,231	-24%	-$80.2K	﹤0.01%	4776
2025 Q4	$322K	Buy	87,022 +17,259	+25%	+$64.2K	﹤0.01%	4531
2025 Q3	$260K	Buy	69,763 +2,171	+3%	+$7.78K	﹤0.01%	4492
2025 Q2	$242K	Sell	67,592 -3,386	-5%	-$12K	﹤0.01%	4422
2025 Q1	$262K	Sell	70,978 -16,278	-19%	-$60.7K	﹤0.01%	4286
2024 Q4	$321K	Buy	+87,256	New	+$334K	﹤0.01%	4149

Other funds holding CXE

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Raymond James Financial's CXE Position: Q1 2026 in Review

Raymond James Financial reduced its MFS High Income Municipal Trust (CXE) stake by 24% in Q1 2026, selling an estimated $80.2K and leaving 65,791 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #4776.

Raymond James Financial first reported a position in CXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $322K in Q4 2025. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

Raymond James Financial held 65,791 shares of MFS High Income Municipal Trust worth $244K as of Q1 2026.
Raymond James Financial sold 21,231 MFS High Income Municipal Trust shares in Q1 2026, an estimated $80.2K.
MFS High Income Municipal Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4776 holding.
Raymond James Financial first reported a position in MFS High Income Municipal Trust in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's MFS High Income Municipal Trust position peaked at $322K in Q4 2025.
60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.