WealthTrust Asset Management’s MFS High Yield Municipal Trust CMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-14,229
| Closed | -$50.9K | – | 114 |
|
|
2026
Q1 | $50.9K | Buy |
+14,229
| New | +$50.8K | 0.03% | 97 |
|
|
2025
Q2 | – | Sell |
-13,448
| Closed | -$46.9K | – | 81 |
|
|
2025
Q1 | $46.9K | Buy |
13,448
+164
| +1% | +$580 | 0.03% | 85 |
|
|
2024
Q4 | $46.8K | Buy |
13,284
+160
| +1% | +$574 | 0.03% | 91 |
|
|
2024
Q3 | $48.1K | Buy |
13,124
+159
| +1% | +$565 | 0.04% | 86 |
|
|
2024
Q2 | $44.5K | Buy |
12,965
+156
| +1% | +$517 | 0.03% | 87 |
|
|
2024
Q1 | $42.7K | Buy |
12,809
+186
| +1% | +$613 | 0.03% | 85 |
|
|
2023
Q4 | $41.8K | Buy |
12,623
+134
| +1% | +$413 | 0.04% | 83 |
|
|
2023
Q3 | $39.1K | Buy |
12,489
+123
| +1% | +$402 | 0.04% | 74 |
|
|
2023
Q2 | $39.8K | Buy |
12,366
+131
| +1% | +$418 | 0.04% | 70 |
|
|
2023
Q1 | $39.3K | Buy |
12,235
+136
| +1% | +$438 | 0.04% | 72 |
|
|
2022
Q4 | $37.9K | Buy |
12,099
+159
| +1% | +$488 | 0.04% | 66 |
|
|
2022
Q3 | $36K | Buy |
11,940
+54
| +0.5% | +$183 | 0.04% | 64 |
|
|
2022
Q2 | $40K | Buy |
+11,886
| New | +$41.4K | 0.04% | 70 |
|
WealthTrust Asset Management's CMU Position: Q2 2026 in Review
WealthTrust Asset Management sold out of MFS High Yield Municipal Trust (CMU) in Q2 2026, closing a stake of 14,229 shares — an estimated $50.9K sold.
WealthTrust Asset Management first reported a position in CMU in Q2 2022 and held it in 13 quarters. The position peaked at $50.9K in Q1 2026. 0 funds tracked by Wall St. Rank hold CMU as of Q2 2026.
- WealthTrust Asset Management reported no remaining MFS High Yield Municipal Trust position as of Q2 2026 after selling out during the quarter.
- WealthTrust Asset Management sold 14,229 MFS High Yield Municipal Trust shares in Q2 2026, an estimated $50.9K.
- WealthTrust Asset Management first reported a position in MFS High Yield Municipal Trust in Q2 2022 and held it in 13 quarters.
- WealthTrust Asset Management's MFS High Yield Municipal Trust position peaked at $50.9K in Q1 2026.
- 0 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2026.
Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.