RCM
CXH

Rivernorth Capital Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Rivernorth Capital Management’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 		$4.61M Buy
576,479
+70,996
+14% +$576K 0.23% 124
2025
Q4 		$4.02M Buy
505,483
+33,875
+7% +$269K 0.19% 170
2025
Q3 		$3.71M Buy
471,608
+25,000
+6% +$190K 0.21% 132
2025
Q2 		$3.41M Sell
446,608
-66,252
-13% -$506K 0.19% 153
2025
Q1 		$4.06M Buy
512,860
+83,902
+20% +$673K 0.22% 124
2024
Q4 		$3.43M Buy
428,958
+26,384
+7% +$214K 0.16% 127
2024
Q3 		$3.31M Buy
402,574
+60,569
+18% +$489K 0.16% 117
2024
Q2 		$2.7M Buy
342,005
+113,004
+49% +$853K 0.13% 129
2024
Q1 		$1.74M Buy
229,001
+4,829
+2% +$36.5K 0.08% 163
2023
Q4 		$1.7M Buy
224,172
+21,993
+11% +$156K 0.08% 171
2023
Q3 		$1.43M Buy
202,179
+7,774
+4% +$57.6K 0.07% 196
2023
Q2 		$1.43M Buy
194,405
+140,979
+264% +$1.03M 0.07% 198
2023
Q1 		$395K Sell
53,426
-111,899
-68% -$821K 0.02% 322
2022
Q4 		$1.18M Sell
165,325
-138,106
-46% -$961K 0.05% 295
2022
Q3 		$2.04M Sell
303,431
-99,146
-25% -$758K 0.09% 215
2022
Q2 		$3.05M Buy
402,577
+21,896
+6% +$171K 0.12% 144
2022
Q1 		$3.25M Buy
380,681
+116,834
+44% +$1.06M 0.12% 152
2021
Q4 		$2.72M Buy
263,847
+11,938
+5% +$118K 0.11% 156
2021
Q3 		$2.52M Hold
251,909
– – 0.13% 123
2021
Q2 		$2.59M Hold
251,909
– – 0.15% 113
2021
Q1 		$2.47M Buy
+251,909
New +$2.47M 0.15% 113
2018
Q1 		– Sell
-72,618
Closed -$705K – 186
2017
Q4 		$705K Hold
72,618
– – 0.05% 136
2017
Q3 		$725K Sell
72,618
-44,028
-38% -$447K 0.06% 118
2017
Q2 		$1.18M Buy
116,646
+6,201
+6% +$62K 0.09% 117
2017
Q1 		$1.06M Buy
+110,445
New +$1.06M 0.07% 121

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Rivernorth Capital Management's CXH Position: Q1 2026 in Review

Rivernorth Capital Management increased its MFS Investment Grade Municipal Trust (CXH) stake by 14% in Q1 2026, buying an estimated $576K and bringing the position to 576,479 shares worth $4.61M. The position accounts for 0.23% of the portfolio, ranked #124.

Rivernorth Capital Management first reported a position in CXH in Q1 2017 and has held it in 25 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Rivernorth Capital Management held 576,479 shares of MFS Investment Grade Municipal Trust worth $4.61M as of Q1 2026.
  • Rivernorth Capital Management bought 70,996 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $576K.
  • MFS Investment Grade Municipal Trust made up 0.23% of Rivernorth Capital Management's portfolio in Q1 2026, its #124 holding.
  • Rivernorth Capital Management first reported a position in MFS Investment Grade Municipal Trust in Q1 2017 and has held it in 25 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Rivernorth Capital Management's 13F filing for Q1 2026, filed 15 May 2026.