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Beverly Hills Private Wealth’s Xtrackers Municipal Infrastructure Revenue Bond ETF RVNU Stock Holding History

Beverly Hills Private Wealth’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
2024
Q2 		– Sell
-14,393
Closed -$369K – 366
2024
Q1 		$369K Buy
+14,393
New +$369K 0.09% 246

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EH
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ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Beverly Hills Private Wealth's RVNU Position: Q2 2024 in Review

Beverly Hills Private Wealth sold out of Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) in Q2 2024, closing a stake of 14,393 shares — an estimated $369K sold.

Beverly Hills Private Wealth first reported a position in RVNU in Q1 2024 and held it in 1 quarter. The position peaked at $369K in Q1 2024. 53 funds tracked by Wall St. Rank hold RVNU as of Q2 2024.

  • Beverly Hills Private Wealth reported no remaining Xtrackers Municipal Infrastructure Revenue Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 14,393 Xtrackers Municipal Infrastructure Revenue Bond ETF shares in Q2 2024, an estimated $369K.
  • Beverly Hills Private Wealth first reported a position in Xtrackers Municipal Infrastructure Revenue Bond ETF in Q1 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Xtrackers Municipal Infrastructure Revenue Bond ETF position peaked at $369K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond ETF as of Q2 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2024, filed 8 Aug 2024.