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

Kingswood 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 Q1	$2.8M	Sell	77,133 -34,860	-31%	-$1.26M	0.13%	178
2025 Q4	$4.01M	Buy	111,993 +3,378	+3%	+$121K	0.19%	121
2025 Q3	$3.9M	Buy	108,615 +45,792	+73%	+$1.63M	0.24%	102
2025 Q2	$2.22M	Buy	62,823 +17,258	+38%	+$599K	0.18%	125
2025 Q1	$1.56M	Sell	45,565 -7,358	-14%	-$248K	0.14%	170
2024 Q4	$1.74M	Sell	52,923 -18,483	-26%	-$607K	0.13%	168
2024 Q3	$2.35M	Buy	+71,406	New	+$2.31M	0.17%	138

Other funds holding MNA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Envestnet Asset Management

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return