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Legacy Financial Strategies’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

Legacy Financial Strategies’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 		$313K Buy
8,612
+2,195
+34% +$79.4K 0.06% 110
2025
Q4 		$230K Sell
6,417
-27
-0.4% -$967 0.04% 126
2025
Q3 		$231K Hold
6,444
– – 0.04% 123
2025
Q2 		$227K Sell
6,444
-203
-3% -$7.04K 0.04% 118
2025
Q1 		$228K Sell
6,647
-1,892
-22% -$63.7K 0.05% 108
2024
Q4 		$282K Sell
8,539
-1,643
-16% -$54K 0.06% 94
2024
Q3 		$335K Buy
10,182
+9
+0.1% +$292 0.07% 85
2024
Q2 		$322K Hold
10,173
– – 0.08% 71
2024
Q1 		$320K Sell
10,173
-35
-0.3% -$1.1K 0.08% 70
2023
Q4 		$321K Sell
10,208
-4,018
-28% -$126K 0.09% 66
2023
Q3 		$442K Sell
14,226
-1,416
-9% -$44.5K 0.14% 54
2023
Q2 		$488K Hold
15,642
– – 0.16% 54
2023
Q1 		$495K Sell
15,642
-205
-1% -$6.44K 0.18% 52
2022
Q4 		$503K Sell
15,847
-688
-4% -$21.6K 0.21% 50
2022
Q3 		$517K Buy
16,535
+137
+0.8% +$4.33K 0.24% 49
2022
Q2 		$508K Buy
16,398
+415
+3% +$13.1K 0.25% 47
2022
Q1 		$510K Buy
15,983
+666
+4% +$21.2K 0.22% 48
2021
Q4 		$494K Sell
15,317
-1,407
-8% -$45.8K 0.21% 48
2021
Q3 		$550K Sell
16,724
-333
-2% -$11K 0.26% 45
2021
Q2 		$572K Sell
17,057
-37
-0.2% -$1.24K 0.27% 44
2021
Q1 		$563K Buy
17,094
+635
+4% +$21K 0.3% 44
2020
Q4 		$549K Sell
16,459
-545
-3% -$18.5K 0.28% 46
2020
Q3 		$572K Sell
17,004
-3,066
-15% -$98.8K 0.33% 45
2020
Q2 		$633K Buy
20,070
+2,707
+16% +$84.4K 0.49% 36
2020
Q1 		$523K Sell
17,363
-1,243
-7% -$40.2K 0.5% 38
2019
Q4 		$618K Sell
18,606
-455
-2% -$14.9K 0.5% 41
2019
Q3 		$620K Buy
19,061
+846
+5% +$26.9K 0.55% 36
2019
Q2 		$575K Buy
18,215
+4,285
+31% +$136K 0.54% 38
2019
Q1 		$445K Buy
13,930
+2,521
+22% +$80.8K 0.38% 43
2018
Q4 		$362K Buy
11,409
+152
+1% +$4.83K 0.36% 42
2018
Q3 		$359K Buy
+11,257
New +$353K 0.37% 43

Other funds holding MNA

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
OAM
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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Legacy Financial Strategies's MNA Position: Q1 2026 in Review

Legacy Financial Strategies increased its IQ ARB Merger Arbitrage ETF (MNA) stake by 34% in Q1 2026, buying an estimated $79.4K and bringing the position to 8,612 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #110.

Legacy Financial Strategies first reported a position in MNA in Q3 2018 and has held it in 31 quarters since. The position peaked at $633K in Q2 2020. 80 funds tracked by Wall St. Rank hold MNA as of Q1 2026.

  • Legacy Financial Strategies held 8,612 shares of IQ ARB Merger Arbitrage ETF worth $313K as of Q1 2026.
  • Legacy Financial Strategies bought 2,195 IQ ARB Merger Arbitrage ETF shares in Q1 2026, an estimated $79.4K.
  • IQ ARB Merger Arbitrage ETF made up 0.06% of Legacy Financial Strategies's portfolio in Q1 2026, its #110 holding.
  • Legacy Financial Strategies first reported a position in IQ ARB Merger Arbitrage ETF in Q3 2018 and has held it in 31 quarters since.
  • Legacy Financial Strategies's IQ ARB Merger Arbitrage ETF position peaked at $633K in Q2 2020.
  • 80 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q1 2026.

Based on Legacy Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.