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Clarus Wealth Advisors’s ProShares Merger ETF MRGR Stock Holding History

Clarus Wealth 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
2019
Q2 		– Sell
-600
Closed -$22K – 667
2019
Q1 		$22K Hold
600
– – 0.02% 407
2018
Q4 		$22K Buy
600
+100
+20% +$3.66K 0.03% 392
2018
Q3 		$18K Hold
500
– – 0.01% 450
2018
Q2 		$18K Buy
+500
New +$17.7K 0.01% 438

Other funds holding MRGR

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
MWC
MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarus Wealth Advisors's MRGR Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of ProShares Merger ETF (MRGR) in Q2 2019, closing a stake of 600 shares — an estimated $22K sold.

Clarus Wealth Advisors first reported a position in MRGR in Q2 2018 and held it in 4 quarters. The position peaked at $22K in Q1 2019. 8 funds tracked by Wall St. Rank hold MRGR as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining ProShares Merger ETF position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 600 ProShares Merger ETF shares in Q2 2019, an estimated $22K.
  • Clarus Wealth Advisors first reported a position in ProShares Merger ETF in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's ProShares Merger ETF position peaked at $22K in Q1 2019.
  • 8 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.