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Melfa Wealth Management, LLC

SEC CIK
0001962465
Latest filing
Jul 24, 2026

CXE holding history

MFS High Income Municipal Trust in every 13F filed by Melfa Wealth Management, LLC, 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
14
Since Q4 2022
Holdings of CXE by Melfa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−165,470−100.0%Sold outHolders
Q1 2026165,470$613.9K0.4%+179+0.1%AddedHolders
Q4 2025165,291$611.6K0.4%+14,658+9.7%AddedHolders
Q3 2025150,633$560.4K0.3%+161+0.1%AddedHolders
Q2 2025150,472$538.7K0.3%+151+0.1%AddedHolders
Q1 2025150,321$554.7K0.4%+133+0.1%AddedHolders
Q4 2024150,188$552.7K0.4%+17,295+13.0%AddedHolders
Q3 2024132,893$532.2K0.4%00.0%UnchangedHolders
Q2 2024132,893$493.0K0.3%00.0%UnchangedHolders
Q1 2024132,893$482.4K0.3%+277+0.2%AddedHolders
Q4 2023132,616$470.8K0.4%+263+0.2%AddedHolders
Q3 2023132,353$412.9K0.4%−3,444−2.5%ReducedHolders
Q2 2023135,797$472.6K0.5%+253+0.2%AddedHolders
Q1 2023135,544$494.7K0.5%+265+0.2%AddedHolders
Q4 2022135,279$472.1K0.5%–No prior filingHolders