Mascoma Wealth Management LLC
Position in CXE — Mfs High Income Municipal Trust
CIK 1695664
HANOVER, NH
Position in CXE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$9,338
+$26 QoQ
Shares Held
2,517
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#57
of 60 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Mascoma Wealth Management LLC holds $739,430 across 28 Asset Management names. CXE ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVT |
Royce Small-Cap Trust, Inc.
|
10,217 | $169,602 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
12,765 | $131,479 | |
| 3 | BLK |
BlackRock, Inc.
|
92 | $88,477 | |
| 4 | NUV |
Nuveen Municipal Value Fund Inc
|
5,706 | $51,296 | |
| 5 | RFI |
Cohen & Steers Total Return Realty Fund Inc
|
4,394 | $48,949 | |
| 6 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
3,190 | $43,990 | |
| 7 | AMP |
Ameriprise Financial Inc
|
66 | $29,330 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
1,630 | $18,304 |
All Filings in CXE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,338 | 2,517 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,312 | 2,517 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,363 | 2,517 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,010 | 2,517 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,287 | 2,517 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,262 | 2,517 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,093 | 2,517 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,338 | 2,517 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,136 | 2,517 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,935 | 2,517 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,853 | 2,517 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,759 | 2,517 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,187 | 2,517 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,784 | 2,517 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $8,482 | 2,517 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $9,463 | 2,517 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||