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Disclosery

CXH MFS INVT GRADE MUN TR

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SH BEN INT (common)

33 managers (33 13F filers) reported a position in CXH shares at 2025-09-30, 3,723,639 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
10
Reduced
8
Sold out
2
Shares held by filers
3,723,639

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bulldog Investors, LLP980,494$7.71M1.78%+84,60313F-HRTimeline
Almitas Capital LLC487,688$3.83M0.88%+39,51913F-HR/ATimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC471,608$3.71M0.21%+25,00013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC389,422$3.06M0.06%-297,37213F-HRTimelineGroup
NorthCoast Asset Management LLC270,133$2.12M0.01%+216,62313F-HRTimeline
ICON ADVISERS INC/CO244,295$1.92M0.42%013F-HR/ATimeline
Thomas J. Herzfeld Advisors, Inc.240,371$1.89M0.65%-1,33113F-HRTimeline
Matisse Capital86,381$679K0.31%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.78,360$616K0.36%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY70,223$552K<0.01%-14,02713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,950$526K<0.01%+49,45013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,236$485K<0.01%+6,98813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.49,399$388K0.01%-86,90413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,813$250K<0.01%+12,21713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,910$235K<0.01%+113F-HRTimelineGroup
Capital Investment Advisors, LLC27,962$220K<0.01%-1,75013F-HRTimeline
ROTHSCHILD INVESTMENT LLC25,652$202K0.01%-12,85013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,439$145K<0.01%-29013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,814$124K<0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.15,802$124K0.07%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.15,000$118K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,315$88.9K<0.01%+2,00013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,251$80.6K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,775$53.3K0.01%013F-HRTimeline
Center for Financial Planning, Inc.4,589$36.1K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$31.4K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,471$19.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC2,200$17.3K0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…776$6.1K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky648$5.09K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP419$3.29K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…144$1.14K<0.01%+213F-HRTimelineGroup
Steward Partners Investment Advisory, L…99$778<0.01%-10513F-HRTimeline