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

Larson Financial Group’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
2020
Q3 		– Sell
-30
Closed -$1K – 794
2020
Q2 		$1K Hold
30
– – ﹤0.01% 631
2020
Q1 		$1K Buy
+30
New +$970 ﹤0.01% 490

Other funds holding MNA

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Larson Financial Group's MNA Position: Q3 2020 in Review

Larson Financial Group sold out of IQ ARB Merger Arbitrage ETF (MNA) in Q3 2020, closing a stake of 30 shares — an estimated $1K sold.

Larson Financial Group first reported a position in MNA in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 117 funds tracked by Wall St. Rank hold MNA as of Q3 2020.

  • Larson Financial Group reported no remaining IQ ARB Merger Arbitrage ETF position as of Q3 2020 after selling out during the quarter.
  • Larson Financial Group sold 30 IQ ARB Merger Arbitrage ETF shares in Q3 2020, an estimated $1K.
  • Larson Financial Group first reported a position in IQ ARB Merger Arbitrage ETF in Q1 2020 and held it in 2 quarters.
  • Larson Financial Group's IQ ARB Merger Arbitrage ETF position peaked at $1K in Q2 2020.
  • 117 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q3 2020.

Based on Larson Financial Group's 13F filing for Q3 2020, filed 8 Oct 2020.