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Diversify Wealth Management’s AltShares Merger Arbitrage ETF ARB Stock Holding History

Diversify Wealth Management’s Portfolio ARB Stock Details ARB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Buy
129,033
+1,174
+0.9% +$34.7K 0.06% 255
2026
Q1 		$3.77M Buy
+127,859
New +$3.73M 0.07% 241

Other funds holding ARB

CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Diversify Wealth Management's ARB Position: Q2 2026 in Review

Diversify Wealth Management increased its AltShares Merger Arbitrage ETF (ARB) stake by 0.92% in Q2 2026, buying an estimated $34.7K and bringing the position to 129,033 shares worth $3.82M. The position accounts for 0.06% of the portfolio, ranked #255.

Diversify Wealth Management first reported a position in ARB in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold ARB as of Q2 2026.

  • Diversify Wealth Management held 129,033 shares of AltShares Merger Arbitrage ETF worth $3.82M as of Q2 2026.
  • Diversify Wealth Management bought 1,174 AltShares Merger Arbitrage ETF shares in Q2 2026, an estimated $34.7K.
  • AltShares Merger Arbitrage ETF made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Diversify Wealth Management first reported a position in AltShares Merger Arbitrage ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held AltShares Merger Arbitrage ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.