Raymond James Financial
CXH

Raymond James Financial’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Raymond James Financial’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$269K Buy
33,673
+295
+0.9% +$2.39K ﹤0.01% 4718
2025
Q4 		$265K Buy
33,378
+1,565
+5% +$12.4K ﹤0.01% 4652
2025
Q3 		$250K Buy
31,813
+12,217
+62% +$92.7K ﹤0.01% 4511
2025
Q2 		$150K Sell
19,596
-2,704
-12% -$20.6K ﹤0.01% 4661
2025
Q1 		$177K Sell
22,300
-6,460
-22% -$51.8K ﹤0.01% 4453
2024
Q4 		$230K Buy
+28,760
New +$234K ﹤0.01% 4324

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Raymond James Financial increased its MFS Investment Grade Municipal Trust (CXH) stake by 0.88% in Q1 2026, buying an estimated $2.39K and bringing the position to 33,673 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #4718.

Raymond James Financial first reported a position in CXH in Q4 2024 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Raymond James Financial held 33,673 shares of MFS Investment Grade Municipal Trust worth $269K as of Q1 2026.
  • Raymond James Financial bought 295 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $2.39K.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4718 holding.
  • Raymond James Financial first reported a position in MFS Investment Grade Municipal Trust in Q4 2024 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

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