MFG
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Merit Financial Group’s ActivePassive International Equity ETF APIE Stock Holding History

Merit Financial Group’s Portfolio APIE Stock Details APIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,020
Closed -$214K – 1960
2025
Q3 		$214K Sell
6,020
-32,868
-85% -$1.12M ﹤0.01% 1639
2025
Q2 		$1.3M Buy
+38,888
New +$1.21M 0.01% 669

Other funds holding APIE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Merit Financial Group's APIE Position: Q4 2025 in Review

Merit Financial Group sold out of ActivePassive International Equity ETF (APIE) in Q4 2025, closing a stake of 6,020 shares — an estimated $214K sold.

Merit Financial Group first reported a position in APIE in Q2 2025 and held it in 2 quarters. The position peaked at $1.3M in Q2 2025. 41 funds tracked by Wall St. Rank hold APIE as of Q4 2025.

  • Merit Financial Group reported no remaining ActivePassive International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 6,020 ActivePassive International Equity ETF shares in Q4 2025, an estimated $214K.
  • Merit Financial Group first reported a position in ActivePassive International Equity ETF in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's ActivePassive International Equity ETF position peaked at $1.3M in Q2 2025.
  • 41 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.