Diversify Wealth Management
MNA icon

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

Diversify 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
2026
Q2 		$244K Hold
6,697
– – ﹤0.01% 1132
2026
Q1 		$244K Buy
+6,697
New +$242K ﹤0.01% 1032

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OPCM
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Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Diversify Wealth Management held its NYLIM Merger Arbitrage ETF (MNA) position steady in Q2 2026 at 6,697 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Diversify Wealth Management first reported a position in MNA in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

  • Diversify Wealth Management held 6,697 shares of NYLIM Merger Arbitrage ETF worth $244K as of Q2 2026.
  • Diversify Wealth Management left its NYLIM Merger Arbitrage ETF share count unchanged in Q2 2026.
  • NYLIM Merger Arbitrage ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1132 holding.
  • Diversify Wealth Management first reported a position in NYLIM Merger Arbitrage ETF in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2026.

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