MFG
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Merit Financial Group’s ActivePassive Core Bond ETF APCB Stock Holding History

Merit Financial Group’s Portfolio APCB Stock Details APCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23,163
Closed -$687K – 1796
2025
Q2 		$687K Buy
+23,163
New +$679K 0.01% 957

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Merit Financial Group's APCB Position: Q3 2025 in Review

Merit Financial Group sold out of ActivePassive Core Bond ETF (APCB) in Q3 2025, closing a stake of 23,163 shares — an estimated $687K sold.

Merit Financial Group first reported a position in APCB in Q2 2025 and held it in 1 quarter. The position peaked at $687K in Q2 2025. 31 funds tracked by Wall St. Rank hold APCB as of Q3 2025.

  • Merit Financial Group reported no remaining ActivePassive Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 23,163 ActivePassive Core Bond ETF shares in Q3 2025, an estimated $687K.
  • Merit Financial Group first reported a position in ActivePassive Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • Merit Financial Group's ActivePassive Core Bond ETF position peaked at $687K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.