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Toth Financial Advisory’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

Toth Financial 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
Q3 		– Sell
-164
Closed -$5.79K – 804
2025
Q2 		$5.79K Buy
+164
New +$5.69K ﹤0.01% 543

Other funds holding MNA

New York Life Investment Management
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Toth Financial Advisory's MNA Position: Q3 2025 in Review

Toth Financial Advisory sold out of NYLIM Merger Arbitrage ETF (MNA) in Q3 2025, closing a stake of 164 shares — an estimated $5.79K sold.

Toth Financial Advisory first reported a position in MNA in Q2 2025 and held it in 1 quarter. The position peaked at $5.79K in Q2 2025. 82 funds tracked by Wall St. Rank hold MNA as of Q3 2025.

  • Toth Financial Advisory reported no remaining NYLIM Merger Arbitrage ETF position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 164 NYLIM Merger Arbitrage ETF shares in Q3 2025, an estimated $5.79K.
  • Toth Financial Advisory first reported a position in NYLIM Merger Arbitrage ETF in Q2 2025 and held it in 1 quarter.
  • Toth Financial Advisory's NYLIM Merger Arbitrage ETF position peaked at $5.79K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.