Sheaff Brock Investment Advisors’s MFS High Income Municipal Trust CXE Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$48K	Hold	13,000	–	–	﹤0.01%	447
2024 Q4	$47.8K	Hold	13,000	–	–	﹤0.01%	445
2024 Q3	$52.1K	Hold	13,000	–	–	﹤0.01%	447
2024 Q2	$48.2K	Hold	13,000	–	–	﹤0.01%	440
2024 Q1	$47.2K	Hold	13,000	–	–	﹤0.01%	498
2023 Q4	$46.1K	Hold	13,000	–	–	﹤0.01%	468
2023 Q3	$40.6K	Hold	13,000	–	–	﹤0.01%	452
2023 Q2	$45.2K	Hold	13,000	–	–	﹤0.01%	478
2023 Q1	$47.5K	Hold	13,000	–	–	﹤0.01%	503
2022 Q4	$45.4K	Hold	13,000	–	–	﹤0.01%	495
2022 Q3	$44K	Hold	13,000	–	–	﹤0.01%	488
2022 Q2	$49K	Hold	13,000	–	–	﹤0.01%	491
2022 Q1	$57K	Hold	13,000	–	–	﹤0.01%	528
2021 Q4	$66K	Hold	13,000	–	–	﹤0.01%	535
2021 Q3	$68K	Hold	13,000	–	–	0.01%	541
2021 Q2	$69K	Hold	13,000	–	–	0.01%	516
2021 Q1	$66K	Sell	13,000 -22,000	-63%	-$112K	0.01%	492
2020 Q4	$177K	Hold	35,000	–	–	0.01%	444
2020 Q3	$165K	Hold	35,000	–	–	0.02%	407
2020 Q2	$163K	Hold	35,000	–	–	0.02%	400
2020 Q1	$164K	Sell	35,000 -5,200	-13%	-$26.9K	0.02%	345
2019 Q4	$216K	Hold	40,200	–	–	0.02%	400
2019 Q3	$221K	Hold	40,200	–	–	0.02%	382
2019 Q2	$209K	Hold	40,200	–	–	0.02%	413
2019 Q1	$205K	Hold	40,200	–	–	0.02%	424
2018 Q4	$186K	Hold	40,200	–	–	0.03%	402
2018 Q3	$199K	Hold	40,200	–	–	0.02%	459
2018 Q2	$200K	Sell	40,200 -1,542	-4%	-$7.58K	0.02%	467
2018 Q1	$205K	Hold	41,742	–	–	0.02%	461
2017 Q4	$219K	Hold	41,742	–	–	0.03%	436
2017 Q3	$219K	Hold	41,742	–	–	0.03%	452
2017 Q2	$217K	Buy	41,742 +13,000	+45%	+$66.9K	0.03%	483
2017 Q1	$144K	Hold	28,742	–	–	0.02%	542
2016 Q4	$141K	Hold	28,742	–	–	0.02%	546
2016 Q3	$154K	Hold	28,742	–	–	0.02%	489
2016 Q2	$158K	Hold	28,742	–	–	0.02%	513
2016 Q1	$148K	Hold	28,742	–	–	0.02%	529
2015 Q4	$141K	Buy	+28,742	New	+$139K	0.02%	559

Other funds holding CXE

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Sheaff Brock Investment Advisors's CXE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its MFS High Income Municipal Trust (CXE) position steady in Q1 2025 at 13,000 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Sheaff Brock Investment Advisors first reported a position in CXE in Q4 2015 and has held it in 38 quarters since. The position peaked at $221K in Q3 2019. 52 funds tracked by Wall St. Rank hold CXE as of Q1 2025.

Sheaff Brock Investment Advisors held 13,000 shares of MFS High Income Municipal Trust worth $48K as of Q1 2025.
Sheaff Brock Investment Advisors left its MFS High Income Municipal Trust share count unchanged in Q1 2025.
MFS High Income Municipal Trust made up ﹤0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #447 holding.
Sheaff Brock Investment Advisors first reported a position in MFS High Income Municipal Trust in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's MFS High Income Municipal Trust position peaked at $221K in Q3 2019.
52 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.