NewEdge Advisors, LLC

Position in CXE — Mfs High Income Municipal Trust

CIK 1633516 NEW ORLEANS, LA

Position in CXE

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$746,325

+$130,538 QoQ

Shares Held

201,166

+20.9% QoQ

Ownership

0.638%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#16

of 60 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

NewEdge Advisors, LLC holds $298,869,768 across 304 Asset Management names. CXE ranks #90 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	71,807	$69,057,509
2	BX	Blackstone Inc.	90,619	$10,420,278
3	AMP	Ameriprise Financial Inc	15,896	$7,064,182
4	PDI	PIMCO Dynamic Income Fund	385,169	$6,590,241
5	KKR	KKR & Co. Inc.	64,649	$5,980,032
6	RJF	Raymond James Financial Inc	31,020	$4,491,385
7	NAD	Nuveen Quality Municipal Income Fund	387,632	$4,457,768
8	IQI	Invesco Quality Municipal Income Trust	455,485	$4,381,765

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$746,325	201,166	+20.9%	Shares	Sole	2026-05-18
2025-12-31	$615,787	166,429	+78.6%	Shares	Sole	2026-02-18
2025-09-30	$346,629	93,180	+185.0%	Shares	Sole	2025-11-17
2025-06-30	$117,066	32,700	+44.1%	Shares	Sole	2025-08-14
2025-03-31	$83,763	22,700	+100.9%	Shares	Sole	2025-05-15
2023-09-30	$35,256	11,300	0.0%	Shares	Sole	2023-11-14
2023-06-30	$39,324	11,300	0.0%	Shares	Sole	2023-08-14
2023-03-31	$41,245	11,300	0.0%	Shares	Sole	2023-05-12
2022-12-31	$39,437	11,300	+2.7%	Shares	Sole	2023-02-14
2022-09-30	$37,070	11,000	-6.0%	Shares	Sole	2022-11-14
2022-06-30	$43,992	11,700	+3.5%	Shares	Sole	2022-08-09
2022-03-31	$49,607	11,300	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.