CIF — MFS INTER HIGH INCOME FD

Ownership history in Collaborative Wealth Managment Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in MFS INTER HIGH INCOME FD (CIF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2021 Q4)
Avg. % of fund
0.06%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 28,473 — 0% 0.02% $48K $1.66
2025 Q3 UNCHANGED 28,473 — 0% 0.02% $50K $1.68
2025 Q2 REDUCED 28,473 -3,960 -12.2% 0.02% $50K $1.61
2025 Q1 UNCHANGED 32,433 — 0% 0.03% $55K $1.54
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CIF price (monthly, adj. close)

Other funds also holding CIF

As of 2025 Q4 — sorted by position size

PIN OAK INVESTMENT ADVISORS INC 3Y 7Y 0.21% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.05% MOSAIC FAMILY WEALTH PARTNERS, LLC 3Y 0.02% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% Kovack Advisors, Inc. 3Y 7Y 0.0% MGO ONE SEVEN LLC 3Y 7Y 0.0% StoneX Group Inc. 3Y 7Y 0.0% NewEdge Advisors, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%
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