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True Wealth Design’s AltShares Merger Arbitrage ETF ARB Stock Holding History

True Wealth Design’s Portfolio ARB Stock Details ARB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6K Hold
54
– – ﹤0.01% 1786
2026
Q1 		$1.58K Buy
+54
New +$1.57K ﹤0.01% 1631

Other funds holding ARB

CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

True Wealth Design's ARB Position: Q2 2026 in Review

True Wealth Design held its AltShares Merger Arbitrage ETF (ARB) position steady in Q2 2026 at 54 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

True Wealth Design first reported a position in ARB in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold ARB as of Q2 2026.

  • True Wealth Design held 54 shares of AltShares Merger Arbitrage ETF worth $1.6K as of Q2 2026.
  • True Wealth Design left its AltShares Merger Arbitrage ETF share count unchanged in Q2 2026.
  • AltShares Merger Arbitrage ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1786 holding.
  • True Wealth Design first reported a position in AltShares Merger Arbitrage ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held AltShares Merger Arbitrage ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.