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Larson Financial Group’s AltShares Merger Arbitrage ETF ARB Stock Holding History

Larson Financial Group’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
2024
Q1 		– Sell
-400
Closed -$10.7K – 1790
2023
Q4 		$10.7K Buy
+400
New +$10.6K ﹤0.01% 996

Other funds holding ARB

CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return

Larson Financial Group's ARB Position: Q1 2024 in Review

Larson Financial Group sold out of AltShares Merger Arbitrage ETF (ARB) in Q1 2024, closing a stake of 400 shares — an estimated $10.7K sold.

Larson Financial Group first reported a position in ARB in Q4 2023 and held it in 1 quarter. The position peaked at $10.7K in Q4 2023. 26 funds tracked by Wall St. Rank hold ARB as of Q1 2024.

  • Larson Financial Group reported no remaining AltShares Merger Arbitrage ETF position as of Q1 2024 after selling out during the quarter.
  • Larson Financial Group sold 400 AltShares Merger Arbitrage ETF shares in Q1 2024, an estimated $10.7K.
  • Larson Financial Group first reported a position in AltShares Merger Arbitrage ETF in Q4 2023 and held it in 1 quarter.
  • Larson Financial Group's AltShares Merger Arbitrage ETF position peaked at $10.7K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held AltShares Merger Arbitrage ETF as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.