Atlas Financial Advisors’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Atlas Financial Advisors’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
2024 Q4	$203K	Buy	+4,836	New	+$210K	0.32%	37

Other funds holding AUSF

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

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

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Atlas Financial Advisors's AUSF Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in Global X Adaptive US Factor ETF (AUSF) in Q4 2024: 4,836 shares worth $203K. The stake represents 0.32% of the portfolio and ranks #37 among its holdings.

43 funds tracked by Wall St. Rank hold AUSF as of Q4 2024.

Atlas Financial Advisors held 4,836 shares of Global X Adaptive US Factor ETF worth $203K as of Q4 2024.
Global X Adaptive US Factor ETF was a new Atlas Financial Advisors position in Q4 2024.
Global X Adaptive US Factor ETF made up 0.32% of Atlas Financial Advisors's portfolio in Q4 2024, its #37 holding.
43 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.