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 Q2	$982K	Buy	21,599 +1,552	+8%	+$70.1K	﹤0.01%	2655
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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

1IA

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Creative Planning's MRGR Position: Q2 2026 in Review

Creative Planning increased its ProShares Merger ETF (MRGR) stake by 7.7% in Q2 2026, buying an estimated $70.1K and bringing the position to 21,599 shares worth $982K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Creative Planning first reported a position in MRGR in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold MRGR as of Q2 2026.

Creative Planning held 21,599 shares of ProShares Merger ETF worth $982K as of Q2 2026.
Creative Planning bought 1,552 ProShares Merger ETF shares in Q2 2026, an estimated $70.1K.
ProShares Merger ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2655 holding.
Creative Planning first reported a position in ProShares Merger ETF in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.