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Lionshead Wealth Management’s Xtrackers Municipal Infrastructure Revenue Bond ETF RVNU Stock Holding History

Lionshead Wealth Management’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
2025
Q1 		– Sell
-15,292
Closed -$386K – 111
2024
Q4 		$386K Buy
+15,292
New +$393K 0.28% 69

Other funds holding RVNU

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lionshead Wealth Management's RVNU Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) in Q1 2025, closing a stake of 15,292 shares — an estimated $386K sold.

Lionshead Wealth Management first reported a position in RVNU in Q4 2024 and held it in 1 quarter. The position peaked at $386K in Q4 2024. 65 funds tracked by Wall St. Rank hold RVNU as of Q1 2025.

  • Lionshead Wealth Management reported no remaining Xtrackers Municipal Infrastructure Revenue Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 15,292 Xtrackers Municipal Infrastructure Revenue Bond ETF shares in Q1 2025, an estimated $386K.
  • Lionshead Wealth Management first reported a position in Xtrackers Municipal Infrastructure Revenue Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's Xtrackers Municipal Infrastructure Revenue Bond ETF position peaked at $386K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond ETF as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.