Sugarloaf Wealth Management, LLC - MFS INVT GRADE MUN TR ownership

MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 40 filers reported holding MFS INVT GRADE MUN TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of MFS INVT GRADE MUN TR
ValueSharesWeighting
Q3 2022$3,0000.0%4370.0%0.00%0.0%
Q2 2022$3,000
-25.0%
4370.0%0.00%0.0%
Q1 2022$4,000
-20.0%
4370.0%0.00%0.0%
Q4 2021$5,000
+25.0%
4370.0%0.00%0.0%
Q3 2021$4,0000.0%4370.0%0.00%0.0%
Q2 2021$4,0000.0%4370.0%0.00%0.0%
Q1 2021$4,0000.0%4370.0%0.00%0.0%
Q4 2020$4,0000.0%4370.0%0.00%0.0%
Q3 2020$4,0000.0%4370.0%0.00%
-50.0%
Q2 2020$4,0000.0%4370.0%0.00%0.0%
Q1 2020$4,0000.0%4370.0%0.00%0.0%
Q4 2019$4,0004370.00%
Other shareholders
MFS INVT GRADE MUN TR shareholders Q1 2021
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 191,246$1,796,0000.56%
Karpus Management, Inc. 1,148,582$10,866,0000.40%
Thomas J. Herzfeld Advisors, Inc. 96,702$908,0000.33%
Koshinski Asset Management, Inc. 102,170$959,0000.26%
Broadview Financial Management, LLC 29,350$276,0000.22%
Dakota Wealth Management 39,120$368,0000.07%
1607 Capital Partners, LLC 90,996$854,0000.05%
Dynamic Advisor Solutions LLC 13,475$127,0000.02%
Advisors Asset Management, Inc. 132,954$1,248,0000.02%
Wealthcare Advisory Partners LLC 13,154$124,0000.02%
View complete list of MFS INVT GRADE MUN TR shareholders