1620 INVESTMENT ADVISORS, INC. MRGR — ProShares Merger ETF

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  8 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported ProShares Merger ETF (MRGR) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows MRGR at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MRGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in ProShares Merger ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MRGR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MRGR stock page 1620 INVESTMENT ADVISORS, INC. fund profile 1620 INVESTMENT ADVISORS, INC. full holdings
How 1620 INVESTMENT ADVISORS, INC. held MRGR — position size vs. price
% of Fund (quarterly)    MRGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,649 — 0% 0.05% $75K 2026-07-14 $45.43
2026 Q1 ADDED — — — 1,649 +55 +3.5% 0.05% $74K 2026-05-13 $44.99
2025 Q4 UNCHANGED — — — 1,594 — 0% 0.05% $71K 2026-02-05 $44.45
2025 Q3 UNCHANGED — — — 1,594 — 0% 0.05% $69K 2025-10-07 $42.30
2025 Q2 ADDED — — — 1,594 +635 +66.2% 0.05% $67K 2025-08-07 $41.26
2025 Q1 ADDED — — — 959 +622 +184.6% 0.03% $40K 2025-05-14 $40.37
2024 Q4 UNCHANGED — — — 337 — 0% 0.01% $14K 2025-02-11 $40.23
2024 Q3 INITIATED — — — 337 — — 0.01% $14K 2024-10-25 $39.27

🏢 Other funds also holding MRGR

As of 2026 Q2 — sorted by position size

City Center Advisors, LLC 0.28% Syntegra Private Wealth Group, LLC 3Y 0.11% Ethos Financial Group, LLC 3Y 0.02% Savant Capital, LLC 3Y 7Y 0.0% IMG Wealth Management, Inc. 0.0% Kestra Advisory Services, LLC 3Y 0.0% Creative Planning 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About 1620 INVESTMENT ADVISORS, INC. and MRGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning MRGR?

1620 INVESTMENT ADVISORS, INC. reported MRGR across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported MRGR position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for MRGR was 0.05% in 2026 Q1.

What is the latest reported MRGR position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 1,649 shares, equal to 0.05% of portfolio, with an estimated market value of $75K.

What does the chart on this MRGR ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly MRGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1620 INVESTMENT ADVISORS, INC. time their MRGR position?

Based on 13F filing dates vs. subsequent MRGR price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on MRGR relative to SPY over the holding period was +565.2%.

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