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Personal CFO Solutions’s ProShares Merger ETF MRGR Stock Holding History

Personal CFO Solutions’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
2022
Q4 		– Sell
-5,743
Closed -$229K – 486
2022
Q3 		$229K Buy
5,743
+187
+3% +$7.49K 0.06% 326
2022
Q2 		$223K Buy
+5,556
New +$224K 0.05% 362

Other funds holding MRGR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Personal CFO Solutions's MRGR Position: Q4 2022 in Review

Personal CFO Solutions sold out of ProShares Merger ETF (MRGR) in Q4 2022, closing a stake of 5,743 shares — an estimated $229K sold.

Personal CFO Solutions first reported a position in MRGR in Q2 2022 and held it in 2 quarters. The position peaked at $229K in Q3 2022. 14 funds tracked by Wall St. Rank hold MRGR as of Q4 2022.

  • Personal CFO Solutions reported no remaining ProShares Merger ETF position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 5,743 ProShares Merger ETF shares in Q4 2022, an estimated $229K.
  • Personal CFO Solutions first reported a position in ProShares Merger ETF in Q2 2022 and held it in 2 quarters.
  • Personal CFO Solutions's ProShares Merger ETF position peaked at $229K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.