Merit Financial Group, LLC GSUS β€” GOLDMAN SACHS ETF TR

Ownership history in Merit Financial Group, LLC  Β·  5 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported GOLDMAN SACHS ETF TR (GSUS) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows GSUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in GOLDMAN SACHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GSUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GSUS stock page Merit Financial Group, LLC fund profile Merit Financial Group, LLC full holdings
How Merit Financial Group, LLC held GSUS β€” position size vs. price
% of Fund (quarterly)    GSUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 1,992 -238 -10.7% 0.00% $205K 2026-07-17 $102.67
2025 Q4 ADDED β€” β€” β€” 2,230 +44 +2.0% 0.00% $210K 2026-01-26 $95.20
2025 Q3 REDUCED 59.1% +3.3% ❌ 2,186 -3,157 -59.1% 0.00% $202K 2025-10-20 $92.36
2024 Q4 ADDED β€” β€” β€” 5,343 +117 +2.2% 0.01% $432K 2025-01-15 $80.40
2024 Q3 INITIATED β€” β€” β€” 5,226 β€” β€” 0.01% $412K 2024-10-17 $78.49

🏒 Other funds also holding GSUS

As of 2026 Q2 β€” sorted by position size

CoreCap Advisors, LLC 3Y 1.58% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.54% Syntegra Private Wealth Group, LLC 3Y 0.48% WORLD EQUITY GROUP, INC. 0.33% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.06%

FAQ About Merit Financial Group, LLC and GSUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Merit Financial Group, LLC reported owning GSUS?

Merit Financial Group, LLC reported GSUS across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported GSUS position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for GSUS was 0.01% in 2024 Q3.

What is the latest reported GSUS position on this page?

The most recent filing on this page is 2026 Q2, when Merit Financial Group, LLC reported 1,992 shares, equal to 0.00% of portfolio, with an estimated market value of $205K.

What does the chart on this GSUS ownership page compare?

The chart compares Merit Financial Group, LLC's quarterly GSUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Merit Financial Group, LLC time their GSUS position?

Based on 13F filing dates vs. subsequent GSUS price moves, Merit Financial Group, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on GSUS relative to SPY over the holding period was -0.1%.

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