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RGT Wealth Advisors’s NYLIM 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

Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.55T AUM 33.47% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

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

RGT Wealth Advisors sold out of NYLIM 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 NYLIM Merger Arbitrage ETF position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 720 NYLIM Merger Arbitrage ETF shares in Q1 2022, an estimated $23K.
  • RGT Wealth Advisors first reported a position in NYLIM Merger Arbitrage ETF in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's NYLIM Merger Arbitrage ETF position peaked at $23K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q1 2022.

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