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Summit Financial Consulting’s Xtrackers Municipal Infrastructure Revenue Bond Active 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
Q2 		$1.06M Buy
41,688
+1,652
+4% +$41.2K 0.72% 19
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

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 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 $270M AUM 26.09% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial Consulting's RVNU Position: Q2 2026 in Review

Summit Financial Consulting increased its Xtrackers Municipal Infrastructure Revenue Bond Active ETF (RVNU) stake by 4.1% in Q2 2026, buying an estimated $41.2K and bringing the position to 41,688 shares worth $1.06M. The position accounts for 0.72% of the portfolio, ranked #19.

Summit Financial Consulting first reported a position in RVNU in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold RVNU as of Q2 2026.

  • Summit Financial Consulting held 41,688 shares of Xtrackers Municipal Infrastructure Revenue Bond Active ETF worth $1.06M as of Q2 2026.
  • Summit Financial Consulting bought 1,652 Xtrackers Municipal Infrastructure Revenue Bond Active ETF shares in Q2 2026, an estimated $41.2K.
  • Xtrackers Municipal Infrastructure Revenue Bond Active ETF made up 0.72% of Summit Financial Consulting's portfolio in Q2 2026, its #19 holding.
  • Summit Financial Consulting first reported a position in Xtrackers Municipal Infrastructure Revenue Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond Active ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.