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Strategies Wealth Advisors’s Xtrackers Municipal Infrastructure Revenue Bond Active ETF RVNU Stock Holding History

Strategies Wealth Advisors’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
Q4 		– Sell
-9,776
Closed -$255K – 133
2024
Q3 		$255K Buy
+9,776
New +$252K 0.03% 84

Other funds holding RVNU

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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 $435M AUM 30.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Strategies Wealth Advisors's RVNU Position: Q4 2024 in Review

Strategies Wealth Advisors sold out of Xtrackers Municipal Infrastructure Revenue Bond Active ETF (RVNU) in Q4 2024, closing a stake of 9,776 shares — an estimated $255K sold.

Strategies Wealth Advisors first reported a position in RVNU in Q3 2024 and held it in 1 quarter. The position peaked at $255K in Q3 2024. 65 funds tracked by Wall St. Rank hold RVNU as of Q4 2024.

  • Strategies Wealth Advisors reported no remaining Xtrackers Municipal Infrastructure Revenue Bond Active ETF position as of Q4 2024 after selling out during the quarter.
  • Strategies Wealth Advisors sold 9,776 Xtrackers Municipal Infrastructure Revenue Bond Active ETF shares in Q4 2024, an estimated $255K.
  • Strategies Wealth Advisors first reported a position in Xtrackers Municipal Infrastructure Revenue Bond Active ETF in Q3 2024 and held it in 1 quarter.
  • Strategies Wealth Advisors's Xtrackers Municipal Infrastructure Revenue Bond Active ETF position peaked at $255K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond Active ETF as of Q4 2024.

Based on Strategies Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.