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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

CXH holding history

MFS Investment Grade 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.

CXH overviewAll 13F holders of CXHFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2023
Holdings of CXH by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−60,894−100.0%Sold outHolders
Q4 202360,894$461.0K<0.1%+5,223+9.4%AddedHolders
Q3 202355,671$393.6K<0.1%+34,393+161.6%AddedHolders
Q2 202321,278$156.5K<0.1%+6,147+40.6%AddedHolders
Q1 202315,131$111.8K<0.1%+15,131NewHolders