KWA
ARB icon

Kingswood Wealth Advisors’s AltShares Merger Arbitrage ETF ARB Stock Holding History

Kingswood Wealth Advisors’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
2025
Q3 		– Sell
-7,750
Closed -$221K – 793
2025
Q2 		$221K Buy
+7,750
New +$219K 0.02% 671

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 $11.8B AUM 23.45% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Kingswood Wealth Advisors's ARB Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of AltShares Merger Arbitrage ETF (ARB) in Q3 2025, closing a stake of 7,750 shares — an estimated $221K sold.

Kingswood Wealth Advisors first reported a position in ARB in Q2 2025 and held it in 1 quarter. The position peaked at $221K in Q2 2025. 30 funds tracked by Wall St. Rank hold ARB as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining AltShares Merger Arbitrage ETF position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,750 AltShares Merger Arbitrage ETF shares in Q3 2025, an estimated $221K.
  • Kingswood Wealth Advisors first reported a position in AltShares Merger Arbitrage ETF in Q2 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's AltShares Merger Arbitrage ETF position peaked at $221K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held AltShares Merger Arbitrage ETF as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.