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Bellwether Advisors’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

Bellwether 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
2022
Q4 		– Sell
-138
Closed -$4K – 515
2022
Q3 		$4K Buy
+138
New +$4.36K ﹤0.01% 340

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Bellwether Advisors's MNA Position: Q4 2022 in Review

Bellwether Advisors sold out of IQ ARB Merger Arbitrage ETF (MNA) in Q4 2022, closing a stake of 138 shares — an estimated $4K sold.

Bellwether Advisors first reported a position in MNA in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 119 funds tracked by Wall St. Rank hold MNA as of Q4 2022.

  • Bellwether Advisors reported no remaining IQ ARB Merger Arbitrage ETF position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 138 IQ ARB Merger Arbitrage ETF shares in Q4 2022, an estimated $4K.
  • Bellwether Advisors first reported a position in IQ ARB Merger Arbitrage ETF in Q3 2022 and held it in 1 quarter.
  • Bellwether Advisors's IQ ARB Merger Arbitrage ETF position peaked at $4K in Q3 2022.
  • 119 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.