Atria Investments’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

Atria Investments’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
2026 Q2	$2.95M	Buy	80,928 +24,486	+43%	+$891K	0.03%	579
2026 Q1	$2.05M	Buy	56,442 +48,129	+579%	+$1.74M	0.02%	700
2025 Q4	$298K	Buy	+8,313	New	+$298K	﹤0.01%	1742
2022 Q1	–	Sell	-52,400	Closed	-$1.69M	–	908
2021 Q4	$1.69M	Buy	52,400 +642	+1%	+$20.9K	0.03%	634
2021 Q3	$1.7M	Buy	51,758 +8,890	+21%	+$295K	0.03%	591
2021 Q2	$1.44M	Buy	42,868 +2,770	+7%	+$92.6K	0.03%	632
2021 Q1	$1.32M	Buy	40,098 +3,641	+10%	+$120K	0.03%	603
2020 Q4	$1.22M	Sell	36,457 -5,555	-13%	-$188K	0.03%	602
2020 Q3	$1.41M	Sell	42,012 -8,763	-17%	-$282K	0.04%	451
2020 Q2	$1.6M	Sell	50,775 -15,988	-24%	-$498K	0.05%	371
2020 Q1	$2.01M	Sell	66,763 -19,135	-22%	-$619K	0.15%	130
2019 Q4	$2.85M	Sell	85,898 -407	-0.5%	-$13.3K	0.08%	226
2019 Q3	$2.77M	Buy	86,305 +5,353	+7%	+$170K	0.1%	174
2019 Q2	$2.56M	Sell	80,952 -992	-1%	-$31.5K	0.1%	178
2019 Q1	$2.62M	Buy	81,944 +48,439	+145%	+$1.55M	0.11%	173
2018 Q4	$1.06M	Buy	+33,505	New	+$1.06M	0.05%	289

Other funds holding MNA

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Atria Investments's MNA Position: Q2 2026 in Review

Atria Investments increased its NYLIM Merger Arbitrage ETF (MNA) stake by 43% in Q2 2026, buying an estimated $891K and bringing the position to 80,928 shares worth $2.95M. The position accounts for 0.03% of the portfolio, ranked #579.

Atria Investments first reported a position in MNA in Q4 2018 and has held it in 16 quarters since. 83 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

Atria Investments held 80,928 shares of NYLIM Merger Arbitrage ETF worth $2.95M as of Q2 2026.
Atria Investments bought 24,486 NYLIM Merger Arbitrage ETF shares in Q2 2026, an estimated $891K.
NYLIM Merger Arbitrage ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #579 holding.
Atria Investments first reported a position in NYLIM Merger Arbitrage ETF in Q4 2018 and has held it in 16 quarters since.
83 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.