COMMONWEALTH EQUITY SERVICES, LLC CXE — MFS HIGH INCOME MUN TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  34 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported MFS HIGH INCOME MUN TR (CXE) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CXE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CXE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in MFS HIGH INCOME MUN TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CXE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CXE stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held CXE — position size vs. price
% of Fund (quarterly)    CXE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 665,235 — 0% 0.00% $2.5M 2026-04-27 $3.72
2025 Q4 UNCHANGED — — — 665,235 — 0% 0.00% $2.5M 2026-02-12 $3.78
2025 Q3 REDUCED — — — 665,235 -12,000 -1.8% 0.00% $2.5M 2025-10-22 $3.61
2025 Q2 ADDED — — — 677,235 +5,000 +0.7% 0.00% $2.4M 2025-08-06 $3.43
2025 Q1 REDUCED — — — 672,235 -15,000 -2.2% 0.00% $2.5M 2025-05-09 $3.39
2024 Q4 REDUCED — — — 687,235 -8,000 -1.2% 0.00% $2.5M 2025-02-10 $3.54
2024 Q3 ADDED — — — 695,235 +1,805 +0.3% 0.00% $2.8M 2024-10-18 $3.64
2024 Q2 ADDED — — — 693,430 +1,000 +0.1% 0.00% $2.6M 2024-07-31 $3.40
2024 Q1 ADDED — — — 692,430 +4,339 +0.6% 0.00% $2.5M 2024-04-29 $3.16
2023 Q4 REDUCED 6.7% +1.9% ❌ 688,091 -49,244 -6.7% 0.00% $2.4M 2024-02-06 $3.19
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CXE

As of 2026 Q1 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 0.35% Catalina Capital Group, LLC 0.18% Noble Wealth Management PBC 0.13% ACT Advisors, LLC. 3Y 0.03% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.01% Park Place Capital Corp 3Y 0.01% EVOLVE PRIVATE WEALTH, LLC 0.0% Capital Investment Advisors, LLC 3Y 7Y 0.0% Indivisible Partners 0.0% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and CXE

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning CXE?

COMMONWEALTH EQUITY SERVICES, LLC reported CXE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CXE position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for CXE was 0.00% in 2023 Q4.

What is the latest reported CXE position on this page?

The most recent filing on this page is 2026 Q1, when COMMONWEALTH EQUITY SERVICES, LLC reported 665,235 shares, equal to 0.00% of portfolio, with an estimated market value of $2.5M.

What does the chart on this CXE ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly CXE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their CXE position?

Based on 13F filing dates vs. subsequent CXE price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 20 out of 32 reported position changes (62%).

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