Steward Partners Investment Advisory’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Steward Partners Investment Advisory’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	$791	Hold	99	–	–	﹤0.01%	4217
2025 Q4	$787	Hold	99	–	–	﹤0.01%	4113
2025 Q3	$778	Sell	99 -105	-51%	-$796	﹤0.01%	4079
2025 Q2	$1.56K	Hold	204	–	–	﹤0.01%	3785
2025 Q1	$1.62K	Hold	204	–	–	﹤0.01%	3684
2024 Q4	$1.63K	Hold	204	–	–	﹤0.01%	3677
2024 Q3	$1.68K	Hold	204	–	–	﹤0.01%	3461
2024 Q2	$1.61K	Sell	204 -6	-3%	-$45	﹤0.01%	3325
2024 Q1	$1.6K	Hold	210	–	–	﹤0.01%	3321
2023 Q4	$1.59K	Hold	210	–	–	﹤0.01%	3245
2023 Q3	$1.49K	Hold	210	–	–	﹤0.01%	3133
2023 Q2	$1.54K	Hold	210	–	–	﹤0.01%	3073
2023 Q1	$1.55K	Hold	210	–	–	﹤0.01%	3066
2022 Q4	$1.5K	Hold	210	–	–	﹤0.01%	3076
2022 Q3	$1K	Hold	210	–	–	﹤0.01%	3111
2022 Q2	$2K	Hold	210	–	–	﹤0.01%	2987
2022 Q1	$2K	Hold	210	–	–	﹤0.01%	3071
2021 Q4	$2K	Hold	210	–	–	﹤0.01%	3009
2021 Q3	$2K	Hold	210	–	–	﹤0.01%	2973
2021 Q2	$2K	Sell	210 -1,390	-87%	-$14K	﹤0.01%	6860
2021 Q1	$15.7K	Buy	1,600 +1,390	+662%	+$13.6K	﹤0.01%	2582
2020 Q4	$2K	Hold	210	–	–	﹤0.01%	2691
2020 Q3	$2K	Hold	210	–	–	﹤0.01%	2560
2020 Q2	$2K	Hold	210	–	–	﹤0.01%	2462
2020 Q1	$1K	Hold	210	–	–	﹤0.01%	2368
2019 Q4	$2K	Hold	210	–	–	﹤0.01%	2418
2019 Q3	$2K	Hold	210	–	–	﹤0.01%	2416
2019 Q2	$2K	Buy	+210	New	+$1.99K	﹤0.01%	2418
2018 Q4	–	Sell	-210	Closed	-$2K	–	1050
2018 Q3	$2K	Buy	+210	New	+$1.93K	﹤0.01%	2356
2018 Q1	–	Sell	-210	Closed	-$2K	–	2234
2017 Q4	$2K	Hold	210	–	–	﹤0.01%	1688
2017 Q3	$2K	Hold	210	–	–	﹤0.01%	1478
2017 Q2	$2K	Hold	210	–	–	﹤0.01%	1400
2017 Q1	$2K	Hold	210	–	–	﹤0.01%	1294
2016 Q4	$1K	Buy	+210	New	+$2.04K	﹤0.01%	798

Other funds holding CXH

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

Steward Partners Investment Advisory held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2026 at 99 shares worth $791. The position accounts for ﹤0.01% of the portfolio, ranked #4217.

Steward Partners Investment Advisory first reported a position in CXH in Q4 2016 and has held it in 34 quarters since. The position peaked at $15.7K in Q1 2021. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

Steward Partners Investment Advisory held 99 shares of MFS Investment Grade Municipal Trust worth $791 as of Q1 2026.
Steward Partners Investment Advisory left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2026.
MFS Investment Grade Municipal Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4217 holding.
Steward Partners Investment Advisory first reported a position in MFS Investment Grade Municipal Trust in Q4 2016 and has held it in 34 quarters since.
Steward Partners Investment Advisory's MFS Investment Grade Municipal Trust position peaked at $15.7K in Q1 2021.
33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

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