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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

CXE holding history

MFS High Income Municipal Trust in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CXE overviewAll 13F holders of CXEFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2023
Holdings of CXE by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−104,117−100.0%Sold outHolders
Q1 2026104,117$386.3K<0.1%00.0%UnchangedHolders
Q4 2025104,117$385.2K<0.1%00.0%UnchangedHolders
Q3 2025104,117$387.3K<0.1%00.0%UnchangedHolders
Q2 2025104,117$372.7K<0.1%00.0%UnchangedHolders
Q1 2025104,117$384.2K<0.1%00.0%UnchangedHolders
Q4 2024104,117$383.2K<0.1%00.0%UnchangedHolders
Q3 2024104,117$417.0K<0.1%00.0%UnchangedHolders
Q2 2024104,117$386.3K<0.1%00.0%UnchangedHolders
Q1 2024104,117$377.9K<0.1%00.0%UnchangedHolders
Q4 2023104,117$369.6K<0.1%−64−0.1%ReducedHolders
Q3 2023104,181$325.0K<0.1%00.0%UnchangedHolders
Q2 2023104,181$362.6K<0.1%+44,117+73.4%AddedHolders
Q1 202360,064$219.2K<0.1%+60,064NewHolders