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Steward Partners Investment Advisory’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

Steward Partners Investment Advisory’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
2025
Q1 		– Sell
-316
Closed -$10.4K – 4104
2024
Q4 		$10.4K Buy
+316
New +$10.4K ﹤0.01% 3079
2024
Q3 		– Sell
-1,055
Closed -$33.3K – 3815
2024
Q2 		$33.3K Sell
1,055
-1,217
-54% -$37.9K ﹤0.01% 2295
2024
Q1 		$71.5K Buy
2,272
+1,217
+115% +$38.2K ﹤0.01% 1928
2023
Q4 		$33.1K Buy
+1,055
New +$33.1K ﹤0.01% 2147
2021
Q1 		– Sell
-12,750
Closed -$425K – 3465
2020
Q4 		$425K Buy
+12,750
New +$433K 0.01% 805

Other funds holding MNA

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Steward Partners Investment Advisory's MNA Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of IQ ARB Merger Arbitrage ETF (MNA) in Q1 2025, closing a stake of 316 shares — an estimated $10.4K sold.

Steward Partners Investment Advisory first reported a position in MNA in Q4 2020 and held it in 5 quarters. The position peaked at $425K in Q4 2020. 68 funds tracked by Wall St. Rank hold MNA as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining IQ ARB Merger Arbitrage ETF position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 316 IQ ARB Merger Arbitrage ETF shares in Q1 2025, an estimated $10.4K.
  • Steward Partners Investment Advisory first reported a position in IQ ARB Merger Arbitrage ETF in Q4 2020 and held it in 5 quarters.
  • Steward Partners Investment Advisory's IQ ARB Merger Arbitrage ETF position peaked at $425K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.