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 Q2	$7.9K	Buy	174 +1	+0.6%	+$45	﹤0.01%	354
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

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

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

IMG Wealth Management's MRGR Position: Q2 2026 in Review

IMG Wealth Management increased its ProShares Merger ETF (MRGR) stake by 0.58% in Q2 2026, buying an estimated $45 and bringing the position to 174 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

IMG Wealth Management first reported a position in MRGR in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold MRGR as of Q2 2026.

IMG Wealth Management held 174 shares of ProShares Merger ETF worth $7.9K as of Q2 2026.
IMG Wealth Management bought 1 ProShares Merger ETF share in Q2 2026, an estimated $45.
ProShares Merger ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #354 holding.
IMG Wealth Management first reported a position in ProShares Merger ETF in Q4 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.