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RGT Wealth Advisors’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

RGT 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
2022
Q1 		– Sell
-720
Closed -$23K – 245
2021
Q4 		$23K Buy
+720
New +$23.4K ﹤0.01% 188

Other funds holding MNA

GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

RGT Wealth Advisors's MNA Position: Q1 2022 in Review

RGT Wealth Advisors sold out of IQ ARB Merger Arbitrage ETF (MNA) in Q1 2022, closing a stake of 720 shares — an estimated $23K sold.

RGT Wealth Advisors first reported a position in MNA in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 122 funds tracked by Wall St. Rank hold MNA as of Q1 2022.

  • RGT Wealth Advisors reported no remaining IQ ARB Merger Arbitrage ETF position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 720 IQ ARB Merger Arbitrage ETF shares in Q1 2022, an estimated $23K.
  • RGT Wealth Advisors first reported a position in IQ ARB Merger Arbitrage ETF in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's IQ ARB Merger Arbitrage ETF position peaked at $23K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.