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Action Point Financial Planning’s Xtrackers Municipal Infrastructure Revenue Bond Active ETF RVNU Stock Holding History

Action Point Financial Planning’s Portfolio RVNU Stock Details RVNU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Buy
+5,711
New +$142K 0.01% 510

Other funds holding RVNU

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's RVNU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Xtrackers Municipal Infrastructure Revenue Bond Active ETF (RVNU) in Q2 2026: 5,711 shares worth $145K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings.

64 funds tracked by Wall St. Rank hold RVNU as of Q2 2026.

  • Action Point Financial Planning held 5,711 shares of Xtrackers Municipal Infrastructure Revenue Bond Active ETF worth $145K as of Q2 2026.
  • Xtrackers Municipal Infrastructure Revenue Bond Active ETF was a new Action Point Financial Planning position in Q2 2026.
  • Xtrackers Municipal Infrastructure Revenue Bond Active ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #510 holding.
  • 64 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond Active ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.