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Summit Financial Consulting’s Xtrackers Municipal Infrastructure Revenue Bond ETF RVNU Stock Holding History

Summit Financial Consulting’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
2026
Q1 		$986K Buy
40,036
+4,415
+12% +$109K 0.71% 18
2025
Q4 		$874K Buy
35,621
+4,196
+13% +$104K 0.63% 20
2025
Q3 		$775K Buy
31,425
+3,463
+12% +$82.8K 0.62% 21
2025
Q2 		$671K Buy
27,962
+2,883
+11% +$69.2K 0.6% 20
2025
Q1 		$618K Buy
+25,079
New +$628K 0.57% 22

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
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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

Summit Financial Consulting's RVNU Position: Q1 2026 in Review

Summit Financial Consulting increased its Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) stake by 12% in Q1 2026, buying an estimated $109K and bringing the position to 40,036 shares worth $986K. The position accounts for 0.71% of the portfolio, ranked #18.

Summit Financial Consulting first reported a position in RVNU in Q1 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold RVNU as of Q1 2026.

  • Summit Financial Consulting held 40,036 shares of Xtrackers Municipal Infrastructure Revenue Bond ETF worth $986K as of Q1 2026.
  • Summit Financial Consulting bought 4,415 Xtrackers Municipal Infrastructure Revenue Bond ETF shares in Q1 2026, an estimated $109K.
  • Xtrackers Municipal Infrastructure Revenue Bond ETF made up 0.71% of Summit Financial Consulting's portfolio in Q1 2026, its #18 holding.
  • Summit Financial Consulting first reported a position in Xtrackers Municipal Infrastructure Revenue Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.