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Capital Advisors Ltd’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Capital Advisors Ltd’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
Q2 		$3K Hold
69
– – ﹤0.01% 1030
2026
Q1 		$3K Hold
69
– – ﹤0.01% 1026
2025
Q4 		$3K Hold
69
– – ﹤0.01% 998
2025
Q3 		$3K Hold
69
– – ﹤0.01% 987
2025
Q2 		$3K Hold
69
– – ﹤0.01% 985
2025
Q1 		$3K Buy
+69
New +$2.98K ﹤0.01% 966

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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Capital Advisors Ltd's AUSF Position: Q2 2026 in Review

Capital Advisors Ltd held its Global X Adaptive US Factor ETF (AUSF) position steady in Q2 2026 at 69 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Capital Advisors Ltd first reported a position in AUSF in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold AUSF as of Q2 2026.

  • Capital Advisors Ltd held 69 shares of Global X Adaptive US Factor ETF worth $3K as of Q2 2026.
  • Capital Advisors Ltd left its Global X Adaptive US Factor ETF share count unchanged in Q2 2026.
  • Global X Adaptive US Factor ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1030 holding.
  • Capital Advisors Ltd first reported a position in Global X Adaptive US Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.