Oakmont Advisory Group’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

Oakmont Advisory 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
2026 Q2	$6.45K	Buy	+177	New	+$6.44K	0.01%	338

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

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

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

Oakmont Advisory Group's MNA Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in NYLIM Merger Arbitrage ETF (MNA) in Q2 2026: 177 shares worth $6.45K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings.

82 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

Oakmont Advisory Group held 177 shares of NYLIM Merger Arbitrage ETF worth $6.45K as of Q2 2026.
NYLIM Merger Arbitrage ETF was a new Oakmont Advisory Group position in Q2 2026.
NYLIM Merger Arbitrage ETF made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #338 holding.
82 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.