Merit Financial Group, LLC Sells in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
-4.49K
- 16.8%
$108.17 - $167.07 $485K - $750K
22.2K $2.57M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-11.3K
- 31.39%
$96.93 - $109.51 $1.1M - $1.24M
24.7K $2.41M
BFC
Bank First Corp

Financial Services
-16.6K
- 9.21%
$93.72 - $106.76 $1.55M - $1.77M
163K $16.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.7K
- 1.72%
$102.49 - $119.96 $175K - $204K
97.4K $10.1M
VXF
Vanguard Extended Market ETF

ETFs
-3.66K
- 9.83%
$170.36 - $201.04 $623K - $735K
33.5K $5.8M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-11.7K
- 81.6%
$96.88 - $111.25 $1.13M - $1.3M
2.64K $261K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-52.4K
- 39.09%
$23.03 - $23.17 $1.21M - $1.21M
81.7K $1.88M
GLD
Spdr Gold Trust

ETFs
-9.44K
- 28.28%
$243.19 - $288.14 $2.3M - $2.72M
23.9K $6.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-44.7K
- 33.8%
$24.73 - $25.62 $1.11M - $1.15M
87.6K $2.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-48.3K
- 4.81%
$27.01 - $28.54 $1.3M - $1.38M
954K $26.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-28.8K
- 32.77%
$32.5 - $33.3 $936K - $959K
59.1K $1.96M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-32K
- 74.42%
$26.71 - $31.58 $855K - $1.01M
11K $336K
DJD
Invesco Exchange Traded Fd Tr

ETFs
-16.9K
- 51.03%
$50.21 - $54.3 $847K - $916K
16.2K $846K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-21.1K
- 31.71%
$38.89 - $41.6 $822K - $879K
45.5K $1.82M
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.35K
- 16.0%
$82.81 - $92.93 $609K - $683K
38.6K $3.27M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-778
- 2.74%
$302.31 - $337.54 $235K - $263K
27.6K $8.41M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-28.5K
- 7.96%
$20.7 - $21.15 $591K - $604K
330K $6.83M
XLY
Select Sector Spdr Consumer Di

ETFs
-216
- 0.94%
$192.6 - $233.2 $41.6K - $50.4K
22.9K $4.51M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.86K
- 2.82%
$62.43 - $84.12 $116K - $156K
63.9K $4.23M
IWM
Ishares Russell 2000 ETF

ETFs
-593
- 2.28%
$198.1 - $229.79 $117K - $136K
25.4K $5.09M
RZV
Invesco Fd Tr

ETFs
-3.52K
- 15.11%
$96.48 - $115.16 $340K - $405K
19.8K $1.95M
IDCC
Inter Digital, Inc.

Communication Services
-3.83K
- 31.92%
$171.68 - $225.72 $657K - $864K
8.16K $1.69M
VV
Vanguard Large Cap ETF

ETFs
-802
- 2.87%
$253.32 - $282.66 $203K - $227K
27.1K $6.92M
URI
United Rentals, Inc.

Industrials
-757
- 58.82%
$594.17 - $789.56 $450K - $598K
530 $332K
TROW
Price T Rowe Group Inc

Financial Services
-3.08K
- 23.19%
$91.57 - $116.93 $282K - $360K
10.2K $937K
XSW
Spdr S&P Software & Services E

ETFs
-1.42K
- 13.76%
$159.76 - $197.42 $227K - $281K
8.92K $1.45M
CARR
Carrier Global Corp

Industrials
-3.86K
- 9.21%
$62.07 - $70.55 $239K - $272K
38K $2.41M
IWV
Ishares Russell 3000 ETF

ETFs
-1.29K
- 63.8%
$313.1 - $349.83 $402K - $450K
729 $230K
GNMA
Ishares Gnma Bond ETF

ETFs
-9.72K
- 57.56%
$42.17 - $44.04 $410K - $428K
7.17K $314K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-14.4K
- 36.79%
$28.27 - $29.28 $407K - $422K
24.7K $716K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-565
- 0.92%
$36.88 - $49.3 $20.8K - $27.9K
60.8K $2.28M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-7.5K
- 7.8%
$49.42 - $50.43 $371K - $378K
88.6K $4.43M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-575
- 5.81%
$203.38 - $274.79 $117K - $158K
9.32K $1.92M
NVO
Novo Nordisk A S

Healthcare
-263
- 1.37%
$69.3 - $90.95 $18.2K - $23.9K
19K $1.32M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-2.4K
- 19.7%
$96.95 - $116.13 $233K - $279K
9.78K $973K
ANVS
Annovis Bio, Inc.

Healthcare
-700
- 0.71%
$1.5 - $5.39 $1.05K - $3.77K
97.8K $161K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-16.8K
- 21.88%
$21.23 - $22.14 $357K - $373K
60.1K $1.32M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-1.53K
- 6.89%
$95.53 - $112.45 $146K - $172K
20.7K $1.99M
KRMA
Global X Fds Global X Consciou

ETFs
-7.38K
- 33.89%
$36.76 - $40.63 $271K - $300K
14.4K $533K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.74K
- 7.28%
$65.27 - $71.18 $244K - $266K
47.7K $3.13M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-11.3K
- 13.82%
$41.61 - $44.72 $472K - $507K
70.7K $3.08M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.24K
- 18.05%
$36.64 - $45.76 $156K - $194K
19.3K $720K
TFLO
Ishares Treasury Floating Rate

ETFs
-6.09K
- 44.36%
$50.48 - $50.68 $307K - $309K
7.64K $386K
IBB
Ishares Biotechnology ETF

ETFs
-2.04K
- 12.04%
$127.9 - $140.56 $261K - $287K
14.9K $1.94M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-2.32K
- 8.03%
$59.97 - $70.03 $139K - $163K
26.6K $1.62M
KRE
Spdr S&P Regional Banking ETF

ETFs
-3.48K
- 15.0%
$55.11 - $65.5 $192K - $228K
19.7K $1.11M
TNET
Trinet Group, Inc.

Industrials
-1.66K
- 12.38%
$66.51 - $95.72 $111K - $159K
11.8K $932K
PSA
Public Storage

Real Estate
-943
- 11.27%
$288.99 - $313.98 $273K - $296K
7.42K $2.22M
AMSC
American Superconductor Corp

Industrials
-191
- 0.37%
$17.54 - $34.82 $3.35K - $6.65K
51.8K $996K
Activity Summary
Buys All Purchases 1128 New Holdings 303 Increased Positions 825 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 1 Puts 0
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