GRP
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Global Retirement Partners’s Xtrackers Municipal Infrastructure Revenue Bond Active ETF RVNU Stock Holding History

Global Retirement Partners’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
2023
Q4 		– Sell
-435
Closed -$10.1K – 3464
2023
Q3 		$10.1K Buy
+435
New +$10.7K ﹤0.01% 1951

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ML
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

Global Retirement Partners's RVNU Position: Q4 2023 in Review

Global Retirement Partners sold out of Xtrackers Municipal Infrastructure Revenue Bond Active ETF (RVNU) in Q4 2023, closing a stake of 435 shares — an estimated $10.1K sold.

Global Retirement Partners first reported a position in RVNU in Q3 2023 and held it in 1 quarter. The position peaked at $10.1K in Q3 2023. 53 funds tracked by Wall St. Rank hold RVNU as of Q4 2023.

  • Global Retirement Partners reported no remaining Xtrackers Municipal Infrastructure Revenue Bond Active ETF position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 435 Xtrackers Municipal Infrastructure Revenue Bond Active ETF shares in Q4 2023, an estimated $10.1K.
  • Global Retirement Partners first reported a position in Xtrackers Municipal Infrastructure Revenue Bond Active ETF in Q3 2023 and held it in 1 quarter.
  • Global Retirement Partners's Xtrackers Municipal Infrastructure Revenue Bond Active ETF position peaked at $10.1K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond Active ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.