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TMD Wealth Management’s ProShares Merger ETF MRGR Stock Holding History

TMD Wealth Management’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
Q1 		– Sell
-5,249
Closed -$217K – 51
2021
Q4 		$217K Buy
+5,249
New +$217K 0.08% 46

Other funds holding MRGR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TMD Wealth Management's MRGR Position: Q1 2022 in Review

TMD Wealth Management sold out of ProShares Merger ETF (MRGR) in Q1 2022, closing a stake of 5,249 shares — an estimated $217K sold.

TMD Wealth Management first reported a position in MRGR in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 10 funds tracked by Wall St. Rank hold MRGR as of Q1 2022.

  • TMD Wealth Management reported no remaining ProShares Merger ETF position as of Q1 2022 after selling out during the quarter.
  • TMD Wealth Management sold 5,249 ProShares Merger ETF shares in Q1 2022, an estimated $217K.
  • TMD Wealth Management first reported a position in ProShares Merger ETF in Q4 2021 and held it in 1 quarter.
  • TMD Wealth Management's ProShares Merger ETF position peaked at $217K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q1 2022.

Based on TMD Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.