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Smallwood Wealth Investment Management’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

Smallwood Wealth Investment Management’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 		$9.34K Hold
256
– – ﹤0.01% 336
2026
Q1 		$9.3K Hold
256
– – ﹤0.01% 331
2025
Q4 		$9.16K Hold
256
– – ﹤0.01% 320
2025
Q3 		$9.19K Hold
256
– – ﹤0.01% 323
2025
Q2 		$9.03K Hold
256
– – 0.01% 323
2025
Q1 		$8.78K Buy
+256
New +$8.62K 0.01% 320

Other funds holding MNA

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Smallwood Wealth Investment Management's MNA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its IQ ARB Merger Arbitrage ETF (MNA) position steady in Q2 2026 at 256 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Smallwood Wealth Investment Management first reported a position in MNA in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold MNA as of Q2 2026.

  • Smallwood Wealth Investment Management held 256 shares of IQ ARB Merger Arbitrage ETF worth $9.34K as of Q2 2026.
  • Smallwood Wealth Investment Management left its IQ ARB Merger Arbitrage ETF share count unchanged in Q2 2026.
  • IQ ARB Merger Arbitrage ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #336 holding.
  • Smallwood Wealth Investment Management first reported a position in IQ ARB Merger Arbitrage ETF in Q1 2025 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.