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HHM Wealth Advisors’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

HHM Wealth 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
2026
Q2 		$16.3K Hold
447
– – ﹤0.01% 563
2026
Q1 		$16.2K Hold
447
– – ﹤0.01% 542
2025
Q4 		$16K Hold
447
– – ﹤0.01% 530
2025
Q3 		$16K Sell
447
-1,710
-79% -$60.8K ﹤0.01% 548
2025
Q2 		$76.1K Buy
+2,157
New +$74.8K 0.01% 312

Other funds holding MNA

New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
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
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

HHM Wealth Advisors's MNA Position: Q2 2026 in Review

HHM Wealth Advisors held its NYLIM Merger Arbitrage ETF (MNA) position steady in Q2 2026 at 447 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

HHM Wealth Advisors first reported a position in MNA in Q2 2025 and has held it in 5 quarters since. The position peaked at $76.1K in Q2 2025. 82 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

  • HHM Wealth Advisors held 447 shares of NYLIM Merger Arbitrage ETF worth $16.3K as of Q2 2026.
  • HHM Wealth Advisors left its NYLIM Merger Arbitrage ETF share count unchanged in Q2 2026.
  • NYLIM Merger Arbitrage ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #563 holding.
  • HHM Wealth Advisors first reported a position in NYLIM Merger Arbitrage ETF in Q2 2025 and has held it in 5 quarters since.
  • HHM Wealth Advisors's NYLIM Merger Arbitrage ETF position peaked at $76.1K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.