Steward Partners Investment Advisory’s MFS High Income Municipal Trust CXE Stock Holding History

Steward Partners Investment Advisory’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	$209K	Sell	56,409 -31,448	-36%	-$119K	﹤0.01%	1998
2025 Q4	$325K	Buy	87,857 +375	+0.4%	+$1.39K	﹤0.01%	1665
2025 Q3	$325K	Buy	87,482 +82,393	+1,619%	+$295K	﹤0.01%	1612
2025 Q2	$18.2K	Hold	5,089	–	–	﹤0.01%	2962
2025 Q1	$18.8K	Hold	5,089	–	–	﹤0.01%	2835
2024 Q4	$18.7K	Hold	5,089	–	–	﹤0.01%	2834
2024 Q3	$20.4K	Sell	5,089 -1,834	-26%	-$7.02K	﹤0.01%	2657
2024 Q2	$25.7K	Buy	6,923 +3,200	+86%	+$11.5K	﹤0.01%	2413
2024 Q1	$13.5K	Hold	3,723	–	–	﹤0.01%	2690
2023 Q4	$13.2K	Hold	3,723	–	–	﹤0.01%	2583
2023 Q3	$11.6K	Buy	3,723 +2,300	+162%	+$7.86K	﹤0.01%	2537
2023 Q2	$4.95K	Hold	1,423	–	–	﹤0.01%	2792
2023 Q1	$5.19K	Hold	1,423	–	–	﹤0.01%	2782
2022 Q4	$4.97K	Hold	1,423	–	–	﹤0.01%	2775
2022 Q3	$5K	Hold	1,423	–	–	﹤0.01%	2748
2022 Q2	$5K	Hold	1,423	–	–	﹤0.01%	2761
2022 Q1	$6K	Hold	1,423	–	–	﹤0.01%	2818
2021 Q4	$7K	Hold	1,423	–	–	﹤0.01%	2717
2021 Q3	$7K	Hold	1,423	–	–	﹤0.01%	2707
2021 Q2	$8K	Hold	1,423	–	–	﹤0.01%	6307
2021 Q1	$7.26K	Hold	1,423	–	–	﹤0.01%	2898
2020 Q4	$7K	Hold	1,423	–	–	﹤0.01%	2407
2020 Q3	$7K	Hold	1,423	–	–	﹤0.01%	2245
2020 Q2	$7K	Hold	1,423	–	–	﹤0.01%	2152
2020 Q1	$6K	Hold	1,423	–	–	﹤0.01%	2015
2019 Q4	$7K	Hold	1,423	–	–	﹤0.01%	2135
2019 Q3	$7K	Hold	1,423	–	–	﹤0.01%	2125
2019 Q2	$7K	Buy	+1,423	New	+$7.32K	﹤0.01%	2114
2018 Q4	–	Sell	-1,423	Closed	-$7K	–	1051
2018 Q3	$7K	Buy	+1,423	New	+$7.08K	﹤0.01%	2005

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 12.96% 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 0.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Steward Partners Investment Advisory's CXE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its MFS High Income Municipal Trust (CXE) stake by 36% in Q1 2026, selling an estimated $119K and leaving 56,409 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Steward Partners Investment Advisory first reported a position in CXE in Q3 2018 and has held it in 29 quarters since. The position peaked at $325K in Q3 2025. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

Steward Partners Investment Advisory held 56,409 shares of MFS High Income Municipal Trust worth $209K as of Q1 2026.
Steward Partners Investment Advisory sold 31,448 MFS High Income Municipal Trust shares in Q1 2026, an estimated $119K.
MFS High Income Municipal Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1998 holding.
Steward Partners Investment Advisory first reported a position in MFS High Income Municipal Trust in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's MFS High Income Municipal Trust position peaked at $325K in Q3 2025.
60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.