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IndexIQ IQ ARB Merger Arbitrage ETF shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of IndexIQ IQ ARB Merger Arbitrage ETF (MNA) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in IndexIQ IQ ARB Merger Arbitrage ETF

Tip: Access up to 7 years of quarterly data

All positions including IndexIQ IQ ARB Merger Arbitrage ETF held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in IndexIQ IQ ARB Merger Arbitrage ETF by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2k 256 35.90
2025-06-30 $9.0k 256 35.27
2025-03-31 $8.8k 256 34.30

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View all positions for Smallwood Wealth Investment Management

Top funds holding IndexIQ IQ ARB Merger Arbitrage ETF

New York Life Investment Management
Morgan Stanley
Osborne Partners Capital Management
Envestnet Asset Management
Oppenheimer Asset Management
Ameriprise Financial
Equitable Holdings
Aspiriant
LPL Financial
National Asset Management
Kingswood Wealth Advisors
Royal Bank of Canada
Captrust Financial Advisors
Savant Capital Management
Raymond James Financial

View all funds holding IndexIQ IQ ARB Merger Arbitrage ETF