Novak & Powell Financial Services, Inc.

Position in CXE — Mfs High Income Municipal Trust

CIK 2011548 ST. PETERSBURG, FL

Position in CXE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$141,658

+$2,398 QoQ

Shares Held

38,183

+1.4% QoQ

Ownership

0.121%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#33

of 60 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Novak & Powell Financial Services, Inc. holds $1,911,572 across 7 Asset Management names. CXE ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DNP	Dnp Select Income Fund Inc	59,449	$612,324
2	RJF	Raymond James Financial Inc	3,073	$444,939
3	UTG	Reaves Utility Income Fund	8,243	$323,785
4	LEO	Bny Mellon Strategic Municipals, Inc.	26,857	$168,930
5	CXE	Mfs High Income Municipal Trust This page	38,183	$141,658
6	CMU	Mfs High Yield Municipal Trust	30,789	$110,224
7	DSM	Bny Mellon Strategic Municipal Bond Fund, Inc.	18,255	$109,712

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$141,658	38,183	+1.4%	Shares	Sole	2026-05-14
2025-12-31	$139,260	37,638	+3.0%	Shares	Sole	2026-02-10
2025-06-30	$130,813	36,540	+1.5%	Shares	Sole	2025-08-11
2025-03-31	$132,902	36,017	+1.3%	Shares	Sole	2025-05-15
2024-12-31	$130,853	35,558	+1.3%	Shares	Sole	2025-02-18
2024-09-30	$140,779	35,107	+1.2%	Shares	Sole	2024-11-14
2024-06-30	$128,640	34,674	+1.3%	Shares	Sole	2024-08-15
2024-03-31	$124,298	34,242	+1.2%	Shares	Sole	2024-05-15
2023-12-31	$120,135	33,841	—	Shares	Sole	2024-02-21
No filing history on record for this holder in this stock.