Merit Financial Group, LLC Reduced Holdings in Q3 2025

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XPO
Xpo Logistics, Inc.

Industrials
-102
- 5.68%
$118.79 - $138.31 $12.1K - $14.1K
1.69K $218K
ENTG
Entegris Inc

Technology
-504
- 14.98%
$72.03 - $95.97 $36.3K - $48.4K
2.86K $264K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-220
- 3.16%
N/A
6.74K $212K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-259
- 5.13%
$44.22 - $45.74 $11.5K - $11.8K
4.79K $218K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-553
- 8.47%
$90.62 - $107.71 $50.1K - $59.6K
5.97K $588K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-950
- 1.42%
N/A
65.9K $469K
KCE
Spdr S&P Capital Markets ETF

ETFs
-957
- 5.82%
$145.94 - $157.83 $140K - $151K
15.5K $2.37M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-652
- 5.72%
$91.28 - $97.59 $59.5K - $63.6K
10.8K $1.03M
CG
Carlyle Group Inc.

Financial Services
-851
- 20.04%
$52.82 - $69.35 $44.9K - $59K
3.4K $212K
EB
Eventbrite, Inc.

Technology
-1.66K
- 11.72%
$2.21 - $3.1 $3.66K - $5.13K
12.5K $31K
CNDT
Conduent Inc

Technology
-2.67K
- 16.95%
$2.43 - $2.96 $6.48K - $7.89K
13.1K $36K
BRSP
Bright Spire Capital, Inc.

Real Estate
-9.61K
- 7.74%
$4.91 - $5.94 $47.2K - $57.1K
115K $621K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-715
- 5.38%
$9.87 - $10.65 $7.06K - $7.61K
12.6K $133K
WWD
Woodward, Inc.

Industrials
-108
- 3.59%
$237.33 - $266.1 $25.6K - $28.7K
2.9K $733K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-343
- 0.95%
$47.76 - $48.46 $16.4K - $16.6K
35.9K $1.73M
EAD
Allspring Income Opportunities Fund

Financial Services
-183
- 0.81%
$6.91 - $7.16 $1.26K - $1.31K
22.5K $157K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-400
- 3.73%
$39.79 - $41.15 $15.9K - $16.5K
10.3K $424K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-33
- 0.04%
N/A
91K $5.68M
PK
Park Hotels & Resorts Inc.

Real Estate
-2.67K
- 8.15%
$10.17 - $12.13 $27.1K - $32.4K
30.1K $332K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-490
- 3.12%
$37.73 - $38.9 $18.5K - $19.1K
15.2K $592K
ESI
Element Solutions Inc

Basic Materials
-962
- 10.58%
$23.13 - $26.99 $22.3K - $26K
8.13K $204K
EBND
Spdr Bloomberg Emerging Market

ETFs
-448
- 0.54%
$20.95 - $21.57 $9.39K - $9.66K
82.1K $1.75M
ILCV
Ishares Morningstar Value ETF

ETFs
-511
- 7.55%
$82.86 - $90.02 $42.3K - $46K
6.26K $563K
Innovator Etfs Trust
-210
- 2.05%
N/A
10K $0
PSEP
Innovator U.S. Equity Power Bu
-100
- 1.19%
N/A
8.28K $0
Flaherty & Crumrine Dynamic
-749
- 3.2%
N/A
22.6K $0
Innovator Etfs Trust
-628
- 4.84%
N/A
12.3K $0
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-45
- 0.69%
$50.09 - $50.73 $2.25K - $2.28K
6.48K $327K
FTGS
First Tr Exchange Traded Fd Gr
-19.2K
- 37.29%
N/A
32.3K $0
NFTY
First Tr Alphadex Fd Ii India
-10.9K
- 42.47%
N/A
14.8K $0
Innovator Etfs Trust
-620
- 6.52%
N/A
8.9K $0
SFLR
Innovator Etfs Tr Equity Manag
-12.1K
- 16.18%
N/A
62.7K $0
Qiagen Nv
-976
- 9.35%
N/A
9.46K $0
Fortuna Mng Corp
-2.18K
- 16.99%
N/A
10.7K $0
Innovator Etfs Trust
-184
- 0.53%
N/A
34.6K $0
Global X Fds
-168
- 1.02%
N/A
16.3K $0
Innovator Etfs Trust
-88
- 0.64%
N/A
13.6K $0
PNOV
Innovator U.S. Equity Power Bu
-1.84K
- 3.66%
N/A
48.3K $0
Rbb Fund Trust
-652
- 5.18%
N/A
11.9K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-5.55K
- 31.33%
N/A
12.2K $0
Sila Realty Trust Inc
-875
- 3.2%
N/A
26.4K $0
Siriusxm Holdings Inc
-3.95K
- 10.82%
N/A
32.6K $0
Nuveen Churchill Direct Lend
-695
- 1.49%
N/A
45.8K $0
Fortrea Hldgs Inc
-5.02K
- 15.82%
N/A
26.7K $0
Noble Corp PLC
-3
- 0.02%
N/A
18.9K $0
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-671
- 7.51%
$32.53 - $35.69 $21.8K - $23.9K
8.27K $293K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-64
- 0.57%
$2.55 - $2.63 $163 - $168
11.3K $29K
Liberty Media Corp Del
-627
- 13.18%
N/A
4.13K $0
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-185
- 0.93%
$10.81 - $11.15 $2K - $2.06K
19.8K $218K
Activity Summary
Buys All Purchases 1117 New Holdings 174 Increased Positions 943 Sells All Sells 635 Reductions 635 Sold out 0 Options Calls 3 Puts 4
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