WFA
CXE

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

WMG Financial 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
Q3 		– Sell
-10,700
Closed -$38.3K – 214
2025
Q2 		$38.3K Hold
10,700
– – 0.01% 190
2025
Q1 		$39.5K Sell
10,700
-5,500
-34% -$20.5K 0.02% 170
2024
Q4 		$59.6K Sell
16,200
-4,900
-23% -$18.8K 0.03% 170
2024
Q3 		$84.5K Hold
21,100
– – 0.04% 173
2024
Q2 		$78.3K Buy
+21,100
New +$75.7K 0.04% 153

Other funds holding CXE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

WMG Financial Advisors's CXE Position: Q3 2025 in Review

WMG Financial Advisors sold out of MFS High Income Municipal Trust (CXE) in Q3 2025, closing a stake of 10,700 shares — an estimated $38.3K sold.

WMG Financial Advisors first reported a position in CXE in Q2 2024 and held it in 5 quarters. The position peaked at $84.5K in Q3 2024. 57 funds tracked by Wall St. Rank hold CXE as of Q3 2025.

  • WMG Financial Advisors reported no remaining MFS High Income Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 10,700 MFS High Income Municipal Trust shares in Q3 2025, an estimated $38.3K.
  • WMG Financial Advisors first reported a position in MFS High Income Municipal Trust in Q2 2024 and held it in 5 quarters.
  • WMG Financial Advisors's MFS High Income Municipal Trust position peaked at $84.5K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2025.

Based on WMG Financial Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.