Creative Planning’s ProShares Merger ETF MRGR Stock Holding History

Creative Planning’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 Q1	$904K	Buy	20,047 +765	+4%	+$34.3K	﹤0.01%	2543
2025 Q4	$858K	Buy	19,282 +951	+5%	+$42.7K	﹤0.01%	2406
2025 Q3	$791K	Buy	+18,331	New	+$782K	﹤0.01%	2341

Other funds holding MRGR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Creative Planning's MRGR Position: Q1 2026 in Review

Creative Planning increased its ProShares Merger ETF (MRGR) stake by 4% in Q1 2026, buying an estimated $34.3K and bringing the position to 20,047 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Creative Planning first reported a position in MRGR in Q3 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold MRGR as of Q1 2026.

Creative Planning held 20,047 shares of ProShares Merger ETF worth $904K as of Q1 2026.
Creative Planning bought 765 ProShares Merger ETF shares in Q1 2026, an estimated $34.3K.
ProShares Merger ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2543 holding.
Creative Planning first reported a position in ProShares Merger ETF in Q3 2025 and has held it in 3 quarters since.
14 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.