Raymond James Financial
MRGR icon

Raymond James Financial’s ProShares Merger ETF MRGR Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-71
Closed -$2.98K – 6049
2025
Q2 		$2.98K Buy
+71
New +$2.97K ﹤0.01% 6315

Other funds holding MRGR

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

Raymond James Financial's MRGR Position: Q3 2025 in Review

Raymond James Financial sold out of ProShares Merger ETF (MRGR) in Q3 2025, closing a stake of 71 shares — an estimated $2.98K sold.

Raymond James Financial first reported a position in MRGR in Q2 2025 and held it in 1 quarter. The position peaked at $2.98K in Q2 2025. 12 funds tracked by Wall St. Rank hold MRGR as of Q3 2025.

  • Raymond James Financial reported no remaining ProShares Merger ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 71 ProShares Merger ETF shares in Q3 2025, an estimated $2.98K.
  • Raymond James Financial first reported a position in ProShares Merger ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's ProShares Merger ETF position peaked at $2.98K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.