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
2026
Q1 		– Sell
-591
Closed -$26.3K – 1739
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Jane Street
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
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

SageView Advisory Group's MRGR Position: Q1 2026 in Review

SageView Advisory Group sold out of ProShares Merger ETF (MRGR) in Q1 2026, closing a stake of 591 shares — an estimated $26.3K sold.

SageView Advisory Group first reported a position in MRGR in Q4 2023 and held it in 3 quarters. The position peaked at $2.61M in Q1 2024. 14 funds tracked by Wall St. Rank hold MRGR as of Q1 2026.

  • SageView Advisory Group reported no remaining ProShares Merger ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 591 ProShares Merger ETF shares in Q1 2026, an estimated $26.3K.
  • SageView Advisory Group first reported a position in ProShares Merger ETF in Q4 2023 and held it in 3 quarters.
  • SageView Advisory Group's ProShares Merger ETF position peaked at $2.61M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.