Ethos Financial Group’s ProShares Merger ETF MRGR Stock Holding History

Ethos Financial Group’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	$307K	Sell	6,754 -1,324	-16%	-$59.8K	0.02%	465
2026 Q1	$360K	Hold	8,078	–	–	0.03%	369
2025 Q4	$360K	Sell	8,078 -498	-6%	-$22.3K	0.03%	354
2025 Q3	$370K	Hold	8,576	–	–	0.03%	322
2025 Q2	$360K	Hold	8,576	–	–	0.03%	310
2025 Q1	$358K	Buy	+8,576	New	+$358K	0.03%	294

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Ethos Financial Group's MRGR Position: Q2 2026 in Review

Ethos Financial Group reduced its ProShares Merger ETF (MRGR) stake by 16% in Q2 2026, selling an estimated $59.8K and leaving 6,754 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #465.

Ethos Financial Group first reported a position in MRGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $370K in Q3 2025. 15 funds tracked by Wall St. Rank hold MRGR as of Q2 2026.

Ethos Financial Group held 6,754 shares of ProShares Merger ETF worth $307K as of Q2 2026.
Ethos Financial Group sold 1,324 ProShares Merger ETF shares in Q2 2026, an estimated $59.8K.
ProShares Merger ETF made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #465 holding.
Ethos Financial Group first reported a position in ProShares Merger ETF in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's ProShares Merger ETF position peaked at $370K in Q3 2025.
15 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.