Jones Financial Companies
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Jones Financial Companies’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

Jones Financial Companies’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 		$5.65K Buy
+155
New +$5.64K ﹤0.01% 4039

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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Jones Financial Companies's MNA Position: Q2 2026 in Review

Jones Financial Companies opened a new position in IQ ARB Merger Arbitrage ETF (MNA) in Q2 2026: 155 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #4039 among its holdings.

83 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

  • Jones Financial Companies held 155 shares of IQ ARB Merger Arbitrage ETF worth $5.65K as of Q2 2026.
  • IQ ARB Merger Arbitrage ETF was a new Jones Financial Companies position in Q2 2026.
  • IQ ARB Merger Arbitrage ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4039 holding.
  • 83 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.