Merit Financial Group, LLC Reduced Holdings in Q2 2025

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMB
Vaneck Short Muni ETF

ETFs
-2.99K
- 7.61%
$16.86 - $17.26 $50.4K - $51.6K
36.3K $626K
XLI
Industrial Sector Spdr

ETFs
-5.1K
- 12.51%
$116.42 - $147.52 $594K - $752K
35.7K $5.26M
RZV
Invesco Fd Tr

ETFs
-1.56K
- 7.89%
$83.11 - $104.98 $130K - $164K
18.2K $1.91M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.07K
- 18.82%
$26.69 - $33.44 $55.3K - $69.3K
8.94K $293K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-139
- 8.49%
$215.78 - $270.12 $30K - $37.5K
1.5K $348K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.57K
- 6.34%
$28.18 - $29.22 $44.2K - $45.8K
23.2K $676K
DHS
Wisdomtree Tr U.S

ETFs
-172
- 1.52%
$87.71 - $98.37 $15.1K - $16.9K
11.2K $1.07M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-8
- 0.11%
$101.91 - $134.83 $815 - $1.08K
7.55K $949K
KNTK
Kinetik Holdings Inc.

Energy
-21
- 0.43%
$40.12 - $53.83 $843 - $1.13K
4.92K $216K
MGEE
Mge Energy Inc

Utilities
-33
- 0.47%
$86.85 - $93.48 $2.87K - $3.08K
7.06K $624K
FTGC
First Trust Global Tactical CO

ETFs
-791
- 3.95%
$23.09 - $25.91 $18.3K - $20.5K
19.2K $474K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-849
- 8.32%
$30.46 - $33.4 $25.9K - $28.4K
9.35K $298K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-488
- 14.83%
$83.8 - $101.39 $40.9K - $49.5K
2.8K $283K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-5.83K
- 8.43%
$27.3 - $31.8 $159K - $185K
63.3K $2.01M
PID
Invesco Exchange Traded Fd Tr

ETFs
-1.64K
- 4.26%
N/A
36.8K $656K
AIZ
Assurant, Inc.

Financial Services
-62
- 4.41%
$179.73 - $211.56 $11.1K - $13.1K
1.34K $265K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-2.65K
- 7.17%
$49.07 - $59.23 $130K - $157K
34.3K $2.03M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.86K
- 17.88%
$27.26 - $34.48 $50.6K - $64.1K
8.53K $294K
XCEM
Columbia ETF Tr Ii

ETFs
-6.58K
- 15.21%
$26.68 - $34.18 $176K - $225K
36.7K $1.25M
CION
Cion Investment Corp

Financial Services
-910
- 4.6%
$8.68 - $10.48 $7.9K - $9.54K
18.9K $180K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.73K
- 6.62%
$11.34 - $12.35 $19.7K - $21.4K
24.5K $291K
KRMA
Global X Fds Global X Consciou

ETFs
-1.8K
- 12.48%
$32.84 - $40.38 $59K - $72.5K
12.6K $508K
EMQQ
Emqq Emerging Markets Internet

ETFs
-1.06K
- 14.88%
$33.1 - $41.67 $34.9K - $44K
6.04K $251K
AMKR
Amkor Technology, Inc.

Technology
-3.03K
- 20.79%
$14.88 - $21.18 $45.1K - $64.3K
11.6K $242K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-1.76K
- 3.71%
$13.7 - $14.3 $24.2K - $25.2K
45.7K $654K
FSK
Fs Kkr Capital Corp

Financial Services
-240
- 0.29%
$17.95 - $21.5 $4.31K - $5.16K
83.1K $1.72M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.5K
- 11.44%
$10.78 - $11.28 $16.1K - $16.9K
11.6K $128K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.09K
- 2.49%
$24.54 - $25.07 $26.8K - $27.4K
42.7K $1.07M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-484
- 17.38%
$76.98 - $98.31 $37.3K - $47.6K
2.3K $226K
CHK
Chesapeake Energy Corp

Energy
-175
- 1.01%
N/A
17.1K $1.47M
USCI
United States Commodity Index Funds Trust

ETFs
-417
- 4.59%
$65.22 - $76.24 $27.2K - $31.8K
8.67K $635K
VLY
Valley National Bancorp

Financial Services
-2.12K
- 7.25%
$7.87 - $9.2 $16.7K - $19.5K
27.1K $242K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-183
- 2.3%
$47.42 - $51.67 $8.68K - $9.46K
7.76K $393K
MFG
Mizuho Financial Group Inc

Financial Services
-2.71K
- 7.04%
$4.25 - $5.66 $11.5K - $15.3K
35.8K $198K
CINF
Cincinnati Financial Corp

Financial Services
-154
- 1.91%
$126.6 - $151.6 $19.5K - $23.3K
7.89K $1.18M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-897
- 16.26%
$33.85 - $44.55 $30.4K - $40K
4.62K $204K
ALLE
Allegion PLC

Industrials
-861
- 10.39%
$118.52 - $145.64 $102K - $125K
7.42K $1.07M
POWW
Ammo, Inc.

Industrials
-3.09K
- 4.15%
$1.25 - $2.09 $3.87K - $6.47K
71.4K $91K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-258
- 3.85%
$91.23 - $97.27 $23.5K - $25.1K
6.45K $627K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-1.21K
- 1.03%
$7.98 - $10.06 $9.69K - $12.2K
117K $1.13M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-1.67K
- 10.89%
$43.17 - $53.94 $72.1K - $90.1K
13.7K $737K
SYNL
Synalloy Corp
-538
- 4.16%
N/A
12.4K $179K
QJUN
First Tr ETF
-1.66K
- 12.23%
$24.35 - $29.57 $40.3K - $49K
11.9K $351K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-560
- 6.17%
$54.27 - $63.01 $30.4K - $35.3K
8.51K $533K
MRSN
Mersana Therapeutics, Inc.

Healthcare
-10.3K
- 24.62%
$0.26 - $0.41 $2.68K - $4.23K
31.6K $9K
BTBT
Bit Digital, Inc

Financial Services
-3.04K
- 23.06%
$1.73 - $2.69 $5.26K - $8.17K
10.1K $22K
TLRY
Tilray Brands, Inc.

Healthcare
-2.56K
- 19.28%
$0.36 - $0.65 $921 - $1.66K
10.7K $4K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-92
- 1.2%
$24.18 - $27.61 $2.22K - $2.54K
7.56K $204K
IYT
Ishares Tr U.S. Transportation

ETFs
-594
- 7.63%
$55.22 - $68.54 $32.8K - $40.7K
7.19K $493K
Activity Summary
Buys All Purchases 1300 New Holdings 359 Increased Positions 941 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 1 Puts 3
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