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Marshall Financial Group (Maryland)’s Xtrackers Municipal Infrastructure Revenue Bond ETF RVNU Stock Holding History

Marshall Financial Group (Maryland)’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
Q4 		– Sell
-10,817
Closed -$267K – 306
2025
Q3 		$267K Hold
10,817
– – 0.05% 222
2025
Q2 		$258K Sell
10,817
-100
-0.9% -$2.4K 0.05% 222
2025
Q1 		$269K Buy
+10,917
New +$273K 0.06% 200

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
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Financial Group (Maryland)'s RVNU Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) in Q4 2025, closing a stake of 10,817 shares — an estimated $267K sold.

Marshall Financial Group (Maryland) first reported a position in RVNU in Q1 2025 and held it in 3 quarters. The position peaked at $269K in Q1 2025. 69 funds tracked by Wall St. Rank hold RVNU as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Xtrackers Municipal Infrastructure Revenue Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 10,817 Xtrackers Municipal Infrastructure Revenue Bond ETF shares in Q4 2025, an estimated $267K.
  • Marshall Financial Group (Maryland) first reported a position in Xtrackers Municipal Infrastructure Revenue Bond ETF in Q1 2025 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s Xtrackers Municipal Infrastructure Revenue Bond ETF position peaked at $269K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond ETF as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.