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Able Wealth Management’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Able Wealth Management’s Portfolio AUSF Stock Details AUSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.4M Sell
48,987
-1,499
-3% -$76.6K 0.53% 42
2026
Q2 		$2.47M Sell
50,486
-28,925
-36% -$1.42M 0.57% 41
2026
Q1 		$3.84M Sell
79,411
-70,167
-47% -$3.41M 1.03% 33
2025
Q4 		$6.94M Buy
149,578
+20,772
+16% +$952K 2.19% 13
2025
Q3 		$5.99M Buy
128,806
+42,183
+49% +$1.92M 2.25% 17
2025
Q2 		$3.87M Buy
86,623
+29,134
+51% +$1.25M 1.95% 16
2025
Q1 		$2.51M Buy
57,489
+16,615
+41% +$718K 1.48% 22
2024
Q4 		$1.72M Buy
40,874
+8,718
+27% +$378K 1.13% 22
2024
Q3 		$1.37M Buy
32,156
+5,345
+20% +$221K 1.04% 21
2024
Q2 		$1.06M Buy
26,811
+19,523
+268% +$773K 0.88% 29
2024
Q1 		$298K Buy
+7,288
New +$281K 0.26% 62

Other funds holding AUSF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Able Wealth Management's AUSF Position: Q3 2026 in Review

Able Wealth Management reduced its Global X Adaptive US Factor ETF (AUSF) stake by 3% in Q3 2026, selling an estimated $76.6K and leaving 48,987 shares worth $2.4M. The position accounts for 0.53% of the portfolio, ranked #42.

Able Wealth Management first reported a position in AUSF in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.94M in Q4 2025. 9 funds tracked by Wall St. Rank hold AUSF as of Q3 2026.

  • Able Wealth Management held 48,987 shares of Global X Adaptive US Factor ETF worth $2.4M as of Q3 2026.
  • Able Wealth Management sold 1,499 Global X Adaptive US Factor ETF shares in Q3 2026, an estimated $76.6K.
  • Global X Adaptive US Factor ETF made up 0.53% of Able Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Able Wealth Management first reported a position in Global X Adaptive US Factor ETF in Q1 2024 and has held it in 11 quarters since.
  • Able Wealth Management's Global X Adaptive US Factor ETF position peaked at $6.94M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.