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

Accurate 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
2023 Q1	–	Sell	-4,500	Closed	-$139K	–	330
2022 Q4	$139K	Buy	+4,500	New	+$139K	0.05%	253

Other funds holding AUSF

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Accurate Wealth Management's AUSF Position: Q1 2023 in Review

Accurate Wealth Management sold out of Global X Adaptive US Factor ETF (AUSF) in Q1 2023, closing a stake of 4,500 shares — an estimated $139K sold.

Accurate Wealth Management first reported a position in AUSF in Q4 2022 and held it in 1 quarter. The position peaked at $139K in Q4 2022. 10 funds tracked by Wall St. Rank hold AUSF as of Q1 2023.

Accurate Wealth Management reported no remaining Global X Adaptive US Factor ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 4,500 Global X Adaptive US Factor ETF shares in Q1 2023, an estimated $139K.
Accurate Wealth Management first reported a position in Global X Adaptive US Factor ETF in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Global X Adaptive US Factor ETF position peaked at $139K in Q4 2022.
10 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.