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 Q1	$3.77M	Buy	+127,859	New	+$3.73M	0.07%	241

Other funds holding ARB

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Diversify Wealth Management's ARB Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in AltShares Merger Arbitrage ETF (ARB) in Q1 2026: 127,859 shares worth $3.77M. The stake represents 0.07% of the portfolio and ranks #241 among its holdings.

32 funds tracked by Wall St. Rank hold ARB as of Q1 2026.

Diversify Wealth Management held 127,859 shares of AltShares Merger Arbitrage ETF worth $3.77M as of Q1 2026.
AltShares Merger Arbitrage ETF was a new Diversify Wealth Management position in Q1 2026.
AltShares Merger Arbitrage ETF made up 0.07% of Diversify Wealth Management's portfolio in Q1 2026, its #241 holding.
32 funds tracked by Wall St. Rank held AltShares Merger Arbitrage ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.