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Summit Financial’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

Summit Financial’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 		$373K Buy
10,255
+15
+0.1% +$542 ﹤0.01% 1090
2025
Q4 		$366K Buy
10,240
+162
+2% +$5.8K 0.01% 1004
2025
Q3 		$362K Buy
10,078
+1,694
+20% +$60.2K 0.01% 996
2025
Q2 		$296K Buy
8,384
+2,536
+43% +$88K 0.01% 687
2025
Q1 		$201K Buy
+5,848
New +$197K 0.01% 694

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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Summit Financial's MNA Position: Q1 2026 in Review

Summit Financial increased its IQ ARB Merger Arbitrage ETF (MNA) stake by 0.15% in Q1 2026, buying an estimated $542 and bringing the position to 10,255 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Summit Financial first reported a position in MNA in Q1 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold MNA as of Q1 2026.

  • Summit Financial held 10,255 shares of IQ ARB Merger Arbitrage ETF worth $373K as of Q1 2026.
  • Summit Financial bought 15 IQ ARB Merger Arbitrage ETF shares in Q1 2026, an estimated $542.
  • IQ ARB Merger Arbitrage ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1090 holding.
  • Summit Financial first reported a position in IQ ARB Merger Arbitrage ETF in Q1 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.