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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

NYLIM
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
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

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. 83 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.
  • 83 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.