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Avantax Advisory Services’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$2.97M Buy
66,388
+29,894
+82% +$1.28M 0.02% 620
2025
Q1 		$1.59M Buy
36,494
+30,332
+492% +$1.31M 0.01% 864
2024
Q4 		$259K Buy
6,162
+257
+4% +$11.1K ﹤0.01% 1885
2024
Q3 		$252K Buy
5,905
+706
+14% +$29.1K ﹤0.01% 1877
2024
Q2 		$206K Buy
+5,199
New +$206K ﹤0.01% 1935

Other funds holding AUSF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Avantax Advisory Services's AUSF Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X Adaptive US Factor ETF (AUSF) stake by 82% in Q2 2025, buying an estimated $1.28M and bringing the position to 66,388 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #620.

Avantax Advisory Services first reported a position in AUSF in Q2 2024 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold AUSF as of Q2 2025.

  • Avantax Advisory Services held 66,388 shares of Global X Adaptive US Factor ETF worth $2.97M as of Q2 2025.
  • Avantax Advisory Services bought 29,894 Global X Adaptive US Factor ETF shares in Q2 2025, an estimated $1.28M.
  • Global X Adaptive US Factor ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #620 holding.
  • Avantax Advisory Services first reported a position in Global X Adaptive US Factor ETF in Q2 2024 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.