Wealthcare Advisory Partners LLC - MFS INVT GRADE MUN TR ownership

MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 41 filers reported holding MFS INVT GRADE MUN TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of MFS INVT GRADE MUN TR
ValueSharesWeighting
Q1 2022$112,000
-17.6%
13,1540.0%0.01%
-12.5%
Q4 2021$136,000
+3.0%
13,1540.0%0.01%
-11.1%
Q3 2021$132,000
-2.2%
13,1540.0%0.01%0.0%
Q2 2021$135,000
+4.7%
13,1540.0%0.01%0.0%
Q1 2021$129,0000.0%13,1540.0%0.01%
-18.2%
Q4 2020$129,000
+4.0%
13,1540.0%0.01%
-21.4%
Q3 2020$124,0000.0%13,1540.0%0.01%
-6.7%
Q2 2020$124,000
+2.5%
13,1540.0%0.02%
-16.7%
Q1 2020$121,000
-5.5%
13,1540.0%0.02%
+12.5%
Q4 2019$128,000
-2.3%
13,1540.0%0.02%
-15.8%
Q3 2019$131,000
+4.0%
13,1540.0%0.02%
-5.0%
Q2 2019$126,000
+1.6%
13,1540.0%0.02%
-4.8%
Q1 2019$124,000
+7.8%
13,1540.0%0.02%
-4.5%
Q4 2018$115,000
-15.4%
13,154
-13.0%
0.02%
-12.0%
Q3 2018$136,000
-2.2%
15,1120.0%0.02%
-7.4%
Q2 2018$139,000
-2.1%
15,1120.0%0.03%
-15.6%
Q1 2018$142,000
-3.4%
15,1120.0%0.03%
-15.8%
Q4 2017$147,000
-2.6%
15,1120.0%0.04%
-15.6%
Q3 2017$151,00015,1120.04%
Other shareholders
MFS INVT GRADE MUN TR shareholders Q4 2021
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 138,615$1,361,0000.76%
Thomas J. Herzfeld Advisors, Inc. 59,454$583,0000.27%
QP WEALTH MANAGEMENT, LLC 23,058$226,0000.25%
Broadview Financial Management, LLC 31,458$308,0000.24%
Karpus Management, Inc. 609,876$5,977,0000.19%
Ackerman Capital Advisors, LLC 52,038$510,0000.13%
1607 Capital Partners, LLC 123,559$1,211,0000.06%
Altus Wealth Group LLC 5,630$55,0000.05%
Dakota Wealth Management 37,347$366,0000.05%
Koshinski Asset Management, Inc. 22,170$217,0000.03%
View complete list of MFS INVT GRADE MUN TR shareholders