CMU — MFS HIGH YIELD MUN TR

Ownership history in EVOLVE PRIVATE WEALTH, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which EVOLVE PRIVATE WEALTH, LLC reported a position in MFS HIGH YIELD MUN TR (CMU). 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
0.02% (2025 Q4)
Avg. % of fund
0.02%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 92,603 — — 0.02% $325K $3.48
% of Fund (quarterly)    CMU price (monthly, adj. close)

Other funds also holding CMU

As of 2025 Q4 — sorted by position size

Bulldog Investors, LLP 3Y 7Y 2.81% Almitas Capital LLC 3Y 7Y 1.16% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.66% ICON ADVISERS INC/CO 3Y 7Y 0.62% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.44% Matisse Capital 3Y 7Y 0.41% MELFA WEALTH MANAGEMENT, INC. 3Y 0.25% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.15% Novak & Powell Financial Services, Inc. 0.06% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.01%
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