Congress Wealth Management’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

Congress Wealth Management’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
2025 Q2	$737K	Buy	+20,886	New	+$725K	0.01%	796

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Congress Wealth Management's MNA Position: Q2 2025 in Review

Congress Wealth Management opened a new position in NYLIM Merger Arbitrage ETF (MNA) in Q2 2025: 20,886 shares worth $737K. The stake represents 0.01% of the portfolio and ranks #796 among its holdings.

73 funds tracked by Wall St. Rank hold MNA as of Q2 2025.

Congress Wealth Management held 20,886 shares of NYLIM Merger Arbitrage ETF worth $737K as of Q2 2025.
NYLIM Merger Arbitrage ETF was a new Congress Wealth Management position in Q2 2025.
NYLIM Merger Arbitrage ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #796 holding.
73 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.