SAG
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SageView Advisory Group’s ProShares Merger ETF MRGR Stock Holding History

SageView Advisory Group’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
Q4 		$26.3K Buy
+591
New +$26.5K ﹤0.01% 1344
2024
Q2 		– Sell
-16,088
Closed -$2.61M – 657
2024
Q1 		$2.61M Sell
16,088
-1,249
-7% -$50.2K 0.13% 92
2023
Q4 		$431 Buy
+17,337
New +$692K ﹤0.01% 660

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SageView Advisory Group's MRGR Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ProShares Merger ETF (MRGR) in Q4 2025: 591 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #1344 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in MRGR as recently as Q1 2024.

SageView Advisory Group first reported a position in MRGR in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.61M in Q1 2024. 16 funds tracked by Wall St. Rank hold MRGR as of Q4 2025.

  • SageView Advisory Group held 591 shares of ProShares Merger ETF worth $26.3K as of Q4 2025.
  • ProShares Merger ETF was a new SageView Advisory Group position in Q4 2025.
  • ProShares Merger ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1344 holding.
  • SageView Advisory Group first reported a position in ProShares Merger ETF in Q4 2023 and has held it in 3 quarters since.
  • SageView Advisory Group's ProShares Merger ETF position peaked at $2.61M in Q1 2024.
  • 16 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.