Summit Financial’s MFS High Income Municipal Trust CXE Stock Holding History

Summit Financial’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 Q2	–	Sell	-576,180	Closed	-$2.14M	–	1588
2026 Q1	$2.14M	Sell	576,180 -32,620	-5%	-$123K	0.03%	561
2025 Q4	$2.25M	Buy	608,800 +104,750	+21%	+$389K	0.03%	463
2025 Q3	$1.88M	Buy	504,050 +47,350	+10%	+$170K	0.03%	491
2025 Q2	$1.63M	Buy	+456,700	New	+$1.62M	0.04%	326

Summit Financial's CXE Position: Q2 2026 in Review

Summit Financial sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 576,180 shares — an estimated $2.14M sold.

Summit Financial first reported a position in CXE in Q2 2025 and held it in 4 quarters. The position peaked at $2.25M in Q4 2025. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.

Summit Financial reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
Summit Financial sold 576,180 MFS High Income Municipal Trust shares in Q2 2026, an estimated $2.14M.
Summit Financial first reported a position in MFS High Income Municipal Trust in Q2 2025 and held it in 4 quarters.
Summit Financial's MFS High Income Municipal Trust position peaked at $2.25M in Q4 2025.
0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.