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1620 Investment Advisors’s ProShares Merger ETF MRGR Stock Holding History

1620 Investment Advisors’s Portfolio MRGR Stock Details MRGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.9K Hold
1,649
– – 0.05% 279
2026
Q1 		$74.3K Buy
1,649
+55
+3% +$2.46K 0.05% 270
2025
Q4 		$70.9K Hold
1,594
– – 0.05% 270
2025
Q3 		$68.8K Hold
1,594
– – 0.05% 267
2025
Q2 		$66.9K Buy
1,594
+635
+66% +$26.5K 0.05% 275
2025
Q1 		$40K Buy
959
+622
+185% +$25.9K 0.03% 323
2024
Q4 		$13.8K Hold
337
– – 0.01% 423
2024
Q3 		$14.1K Buy
+337
New +$13.9K 0.01% 438

Other funds holding MRGR

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

1620 Investment Advisors's MRGR Position: Q2 2026 in Review

1620 Investment Advisors held its ProShares Merger ETF (MRGR) position steady in Q2 2026 at 1,649 shares worth $74.9K. The position accounts for 0.05% of the portfolio, ranked #279.

1620 Investment Advisors first reported a position in MRGR in Q3 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold MRGR as of Q2 2026.

  • 1620 Investment Advisors held 1,649 shares of ProShares Merger ETF worth $74.9K as of Q2 2026.
  • 1620 Investment Advisors left its ProShares Merger ETF share count unchanged in Q2 2026.
  • ProShares Merger ETF made up 0.05% of 1620 Investment Advisors's portfolio in Q2 2026, its #279 holding.
  • 1620 Investment Advisors first reported a position in ProShares Merger ETF in Q3 2024 and has held it in 8 quarters since.
  • 15 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.