WFA
RVNU icon

West Financial Advisors’s Xtrackers Municipal Infrastructure Revenue Bond ETF RVNU Stock Holding History

West Financial 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
2023
Q1 		– Sell
-64
Closed -$1.52K – 169
2022
Q4 		$1.52K Buy
+64
New +$1.5K ﹤0.01% 137

Other funds holding RVNU

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Financial Advisors's RVNU Position: Q1 2023 in Review

West Financial Advisors sold out of Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) in Q1 2023, closing a stake of 64 shares — an estimated $1.52K sold.

West Financial Advisors first reported a position in RVNU in Q4 2022 and held it in 1 quarter. The position peaked at $1.52K in Q4 2022. 46 funds tracked by Wall St. Rank hold RVNU as of Q1 2023.

  • West Financial Advisors reported no remaining Xtrackers Municipal Infrastructure Revenue Bond ETF position as of Q1 2023 after selling out during the quarter.
  • West Financial Advisors sold 64 Xtrackers Municipal Infrastructure Revenue Bond ETF shares in Q1 2023, an estimated $1.52K.
  • West Financial Advisors first reported a position in Xtrackers Municipal Infrastructure Revenue Bond ETF in Q4 2022 and held it in 1 quarter.
  • West Financial Advisors's Xtrackers Municipal Infrastructure Revenue Bond ETF position peaked at $1.52K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Xtrackers Municipal Infrastructure Revenue Bond ETF as of Q1 2023.

Based on West Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.