Kingswood Wealth Advisors’s NYLIM 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 Q2	$2.92M	Buy	80,076 +2,943	+4%	+$107K	0.12%	191
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 $14.3B AUM 34.42% 1-Year Est. Return

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 New York $9.63B AUM 30.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its NYLIM Merger Arbitrage ETF (MNA) stake by 3.8% in Q2 2026, buying an estimated $107K and bringing the position to 80,076 shares worth $2.92M. The position accounts for 0.12% of the portfolio, ranked #191.

Kingswood Wealth Advisors first reported a position in MNA in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.01M in Q4 2025. 82 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

Kingswood Wealth Advisors held 80,076 shares of NYLIM Merger Arbitrage ETF worth $2.92M as of Q2 2026.
Kingswood Wealth Advisors bought 2,943 NYLIM Merger Arbitrage ETF shares in Q2 2026, an estimated $107K.
NYLIM Merger Arbitrage ETF made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Kingswood Wealth Advisors first reported a position in NYLIM Merger Arbitrage ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's NYLIM Merger Arbitrage ETF position peaked at $4.01M in Q4 2025.
82 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.