BRWA
MNA icon

B. Riley Wealth Advisors’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

B. Riley Wealth Advisors’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 		$4.32M Buy
118,488
+645
+0.5% +$23.5K 0.23% 99
2026
Q1 		$4.26M Buy
117,843
+12,124
+11% +$438K 0.27% 87
2025
Q4 		$3.78M Sell
105,719
-3,085
-3% -$111K 0.17% 128
2025
Q3 		$3.91M Sell
108,804
-52,721
-33% -$1.87M 0.18% 119
2025
Q2 		$5.7M Sell
161,525
-69,578
-30% -$2.41M 0.27% 78
2025
Q1 		$7.93M Buy
+231,103
New +$7.78M 0.23% 93
2024
Q4 		– Sell
-196,005
Closed -$6.44M – 1234
2024
Q3 		$6.44M Sell
196,005
-25,696
-12% -$833K 0.18% 130
2024
Q2 		$7.01M Sell
221,701
-252,273
-53% -$7.86M 0.18% 117
2024
Q1 		$15M Buy
473,974
+194,374
+70% +$6.1M 0.4% 46
2023
Q4 		$8.89M Sell
279,600
-194,374
-41% -$6.1M 0.24% 85
2023
Q3 		$15M Buy
473,974
+164,689
+53% +$5.17M 0.4% 46
2023
Q2 		$9.65M Sell
309,285
-49,474
-14% -$1.55M 0.22% 92
2023
Q1 		$11.3M Buy
358,759
+83,531
+30% +$2.62M 0.3% 70
2022
Q4 		$8.73M Sell
275,228
-8,850
-3% -$278K 0.24% 87
2022
Q3 		$8.89M Buy
+284,078
New +$8.98M 0.27% 80

Other funds holding MNA

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AL
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SC
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

B. Riley Wealth Advisors's MNA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its NYLIM Merger Arbitrage ETF (MNA) stake by 0.55% in Q2 2026, buying an estimated $23.5K and bringing the position to 118,488 shares worth $4.32M. The position accounts for 0.23% of the portfolio, ranked #99.

B. Riley Wealth Advisors first reported a position in MNA in Q3 2022 and has held it in 15 quarters since. The position peaked at $15M in Q1 2024. 82 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

  • B. Riley Wealth Advisors held 118,488 shares of NYLIM Merger Arbitrage ETF worth $4.32M as of Q2 2026.
  • B. Riley Wealth Advisors bought 645 NYLIM Merger Arbitrage ETF shares in Q2 2026, an estimated $23.5K.
  • NYLIM Merger Arbitrage ETF made up 0.23% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • B. Riley Wealth Advisors first reported a position in NYLIM Merger Arbitrage ETF in Q3 2022 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's NYLIM Merger Arbitrage ETF position peaked at $15M in Q1 2024.
  • 82 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.