Merit Financial Group, LLC Closed Holding Positions

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2022 Filed on Aug 08, 2022
8,878
$21.47 - $28.3 $191K - $251K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2022 Filed on Aug 08, 2022
5,781
$32.29 - $37.71 $187K - $218K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q2 2022 Filed on Aug 08, 2022
22,577
$20.87 - $33.18 $471K - $749K
Cerner Corp
Q2 2022 Filed on Aug 08, 2022
4,795
N/A
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q2 2022 Filed on Aug 08, 2022
66,056
$40.87 - $69.16 $2.7M - $4.57M
SHAG
Wisdomtree Yield Enhanced U.S.
Q2 2022 Filed on Aug 08, 2022
16,305
N/A
MAIN
Main Street Capital Corp

Financial Services
Q2 2022 Filed on Aug 08, 2022
6,420
$34.59 - $43.65 $222K - $280K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
Q2 2022 Filed on Aug 08, 2022
15,000
$10.45 - $14.2 $157K - $213K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
Q2 2022 Filed on Aug 08, 2022
6,629
$29.83 - $36.25 $198K - $240K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on May 13, 2022
830
$250.38 - $371.86 $208K - $309K
Cheniere Energy Inc
Q1 2022 Filed on May 13, 2022
36,000
N/A
BTEC
Principal ETF Principal Health

ETFs
Q1 2022 Filed on May 13, 2022
20,863
N/A
Wisdomtree Tr
Q1 2022 Filed on May 13, 2022
15,069
N/A
World Gold Tr
Q1 2022 Filed on May 13, 2022
14,690
N/A
ALZN
Alzamend Neuro, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
50,000
$0.91 - $2.23 $45.5K - $112K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2022 Filed on May 13, 2022
13,179
$7.88 - $9.73 $104K - $128K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
767
$347.28 - $421.83 $266K - $324K
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
395,670
N/A
NVTA
Invitae Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
17,170
$14.7 - $28.67 $252K - $492K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
2,391
$63.26 - $108.62 $151K - $260K
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Feb 14, 2022
19,213
N/A
BLCN
Siren ETF Tr
Q4 2021 Filed on Feb 14, 2022
6,741
N/A
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Oct 27, 2021
2,478
$73.87 - $92.86 $183K - $230K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
Q3 2021 Filed on Oct 27, 2021
47,812
$16.72 - $17.68 $799K - $845K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Oct 27, 2021
13,621
$47.36 - $53.86 $645K - $734K
General Electric CO
Q3 2021 Filed on Oct 27, 2021
11,512
N/A
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
5,041
$53.56 - $66.59 $270K - $336K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Aug 16, 2021
1,525
$123.49 - $160.08 $188K - $244K
Mfa Finl Inc
Q1 2021 Filed on May 18, 2021
15,000
N/A
Fs Kkr Cap Corp Ii
Q1 2021 Filed on May 18, 2021
13,575
N/A
BAR
Granite Shares Gold Trust

ETFs
Q1 2021 Filed on May 18, 2021
88,855
$16.7 - $19.39 $1.48M - $1.72M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q4 2020 Filed on Feb 12, 2021
27,070
$27.42 - $30.09 $742K - $815K
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2020 Filed on Feb 12, 2021
4,700
$4.04 - $5.31 $19K - $25K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q4 2020 Filed on Feb 12, 2021
7,528
$152.75 - $174.52 $1.15M - $1.31M
AMZA
Etfis Ser Tr I

ETFs
Q4 2020 Filed on Feb 12, 2021
16,157
$13.2 - $21.47 $213K - $347K
Retail Pptys Amer Inc
Q4 2020 Filed on Feb 12, 2021
13,483
N/A
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2020 Filed on Feb 12, 2021
16,463
$68.91 - $83.03 $1.13M - $1.37M
OPI
Office Properties Income Trust

Real Estate
Q4 2020 Filed on Feb 12, 2021
12,274
$17.99 - $24.63 $221K - $302K
RNG
Ring Central, Inc.

Technology
Q4 2020 Filed on Feb 12, 2021
1,832
$257.01 - $402.51 $471K - $737K
BCLI
Brainstorm Cell Therapeutics Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
21,731
$3.99 - $17.73 $86.7K - $385K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
2,517
$172.44 - $231.8 $434K - $583K
Ishares Tr
Q4 2020 Filed on Feb 12, 2021
756,976
N/A
Abraxas Pete Corp
Q4 2020 Filed on Feb 12, 2021
30,100
N/A
NVR
Nvr Inc

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
86
$3899.1 - $4446.88 $335K - $382K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q3 2020 Filed on Nov 10, 2020
4,076
$66.66 - $75.41 $272K - $307K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
19,634
$5.59 - $6.99 $110K - $137K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2020 Filed on Aug 13, 2020
6,900
$29.2 - $35.76 $201K - $247K
United Technologies Corp
Q2 2020 Filed on Aug 13, 2020
16,729
N/A
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
4,542
$44.31 - $86.04 $201K - $391K
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