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Retirement Planning Group (Kansas)’s ProShares Merger ETF MRGR Stock Holding History

Retirement Planning Group (Kansas)’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
-52,214
Closed -$2.08M – 142
2022
Q3 		$2.08M Buy
+52,214
New +$2.09M 0.26% 33

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

Retirement Planning Group (Kansas)'s MRGR Position: Q4 2022 in Review

Retirement Planning Group (Kansas) sold out of ProShares Merger ETF (MRGR) in Q4 2022, closing a stake of 52,214 shares — an estimated $2.08M sold.

Retirement Planning Group (Kansas) first reported a position in MRGR in Q3 2022 and held it in 1 quarter. The position peaked at $2.08M in Q3 2022. 14 funds tracked by Wall St. Rank hold MRGR as of Q4 2022.

  • Retirement Planning Group (Kansas) reported no remaining ProShares Merger ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 52,214 ProShares Merger ETF shares in Q4 2022, an estimated $2.08M.
  • Retirement Planning Group (Kansas) first reported a position in ProShares Merger ETF in Q3 2022 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s ProShares Merger ETF position peaked at $2.08M in Q3 2022.
  • 14 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q4 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2022, filed 19 Jan 2023.