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

SageView 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
Q1 		– Sell
-619
Closed -$22.2K – 1719
2025
Q4 		$22.2K Buy
+619
New +$22.2K ﹤0.01% 1407
2024
Q4 		– Sell
-6,097
Closed -$200K – 598
2024
Q3 		$200K Sell
6,097
-289
-5% -$9.36K 0.01% 494
2024
Q2 		$202K Buy
+6,386
New +$199K 0.01% 543
2024
Q1 		– Sell
-459,813
Closed -$14.7K – 673
2023
Q4 		$14.7K Buy
459,813
+427,976
+1,344% +$13.4M ﹤0.01% 642
2023
Q3 		$1.01M Sell
31,837
-6,541
-17% -$205K 0.06% 209
2023
Q2 		$1.2M Buy
38,378
+23,115
+151% +$726K 0.07% 193
2023
Q1 		$483K Hold
15,263
– – 0.03% 312
2022
Q4 		$484K Buy
+15,263
New +$480K 0.04% 242

Other funds holding MNA

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SageView Advisory Group's MNA Position: Q1 2026 in Review

SageView Advisory Group sold out of NYLIM Merger Arbitrage ETF (MNA) in Q1 2026, closing a stake of 619 shares — an estimated $22.2K sold.

SageView Advisory Group first reported a position in MNA in Q4 2022 and held it in 8 quarters. The position peaked at $1.2M in Q2 2023. 80 funds tracked by Wall St. Rank hold MNA as of Q1 2026.

  • SageView Advisory Group reported no remaining NYLIM Merger Arbitrage ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 619 NYLIM Merger Arbitrage ETF shares in Q1 2026, an estimated $22.2K.
  • SageView Advisory Group first reported a position in NYLIM Merger Arbitrage ETF in Q4 2022 and held it in 8 quarters.
  • SageView Advisory Group's NYLIM Merger Arbitrage ETF position peaked at $1.2M in Q2 2023.
  • 80 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.