TCI Wealth Advisors’s ProShares Merger ETF MRGR Stock Holding History

TCI Wealth Advisors’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 Q3	–	Sell	-40	Closed	-$2K	–	2467
2022 Q2	$2K	Buy	+40	New	+$1.61K	﹤0.01%	2016
2021 Q4	–	Sell	-128	Closed	-$5K	–	2441
2021 Q3	$5K	Buy	+128	New	+$5.22K	﹤0.01%	1621

Other funds holding MRGR

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCI Wealth Advisors's MRGR Position: Q3 2022 in Review

TCI Wealth Advisors sold out of ProShares Merger ETF (MRGR) in Q3 2022, closing a stake of 40 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in MRGR in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 15 funds tracked by Wall St. Rank hold MRGR as of Q3 2022.

TCI Wealth Advisors reported no remaining ProShares Merger ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 40 ProShares Merger ETF shares in Q3 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in ProShares Merger ETF in Q3 2021 and held it in 2 quarters.
TCI Wealth Advisors's ProShares Merger ETF position peaked at $5K in Q3 2021.
15 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.