IMG Wealth Management’s ProShares Merger ETF MRGR Stock Holding History

IMG Wealth Management’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	$7.82K	Hold	173	–	–	0.01%	328
2025 Q4	$7.71K	Buy	173 +4	+2%	+$179	﹤0.01%	354
2025 Q3	$7.31K	Buy	169 +1	+0.6%	+$43	﹤0.01%	309
2025 Q2	$7.07K	Hold	168	–	–	0.01%	307
2025 Q1	$7K	Hold	168	–	–	0.01%	231
2024 Q4	$6.88K	Buy	+168	New	+$7.04K	0.01%	203

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

IMG Wealth Management's MRGR Position: Q1 2026 in Review

IMG Wealth Management held its ProShares Merger ETF (MRGR) position steady in Q1 2026 at 173 shares worth $7.82K. The position accounts for 0.01% of the portfolio, ranked #328.

IMG Wealth Management first reported a position in MRGR in Q4 2024 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold MRGR as of Q1 2026.

IMG Wealth Management held 173 shares of ProShares Merger ETF worth $7.82K as of Q1 2026.
IMG Wealth Management left its ProShares Merger ETF share count unchanged in Q1 2026.
ProShares Merger ETF made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #328 holding.
IMG Wealth Management first reported a position in ProShares Merger ETF in Q4 2024 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.