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AJ Wealth Strategies’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

AJ Wealth Strategies’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,484
Closed -$207K – 325
2022
Q1 		$207K Buy
+6,484
New +$206K 0.01% 292

Other funds holding MNA

GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AJ Wealth Strategies's MNA Position: Q2 2022 in Review

AJ Wealth Strategies sold out of IQ ARB Merger Arbitrage ETF (MNA) in Q2 2022, closing a stake of 6,484 shares — an estimated $207K sold.

AJ Wealth Strategies first reported a position in MNA in Q1 2022 and held it in 1 quarter. The position peaked at $207K in Q1 2022. 108 funds tracked by Wall St. Rank hold MNA as of Q2 2022.

  • AJ Wealth Strategies reported no remaining IQ ARB Merger Arbitrage ETF position as of Q2 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 6,484 IQ ARB Merger Arbitrage ETF shares in Q2 2022, an estimated $207K.
  • AJ Wealth Strategies first reported a position in IQ ARB Merger Arbitrage ETF in Q1 2022 and held it in 1 quarter.
  • AJ Wealth Strategies's IQ ARB Merger Arbitrage ETF position peaked at $207K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.