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Concurrent Investment Advisors’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Concurrent Investment 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
2026
Q2 		$711K Sell
14,560
-8,015
-36% -$393K 0.01% 1192
2026
Q1 		$1.09M Sell
22,575
-30,464
-57% -$1.48M 0.01% 841
2025
Q4 		$2.46M Buy
53,039
+14,503
+38% +$665K 0.03% 512
2025
Q3 		$1.79M Sell
38,536
-34,573
-47% -$1.58M 0.03% 493
2025
Q2 		$3.27M Sell
73,109
-4,394
-6% -$188K 0.06% 309
2025
Q1 		$3.38M Buy
77,503
+2,356
+3% +$102K 0.08% 251
2024
Q4 		$3.16M Buy
75,147
+3,114
+4% +$135K 0.09% 234
2024
Q3 		$3.08M Sell
72,033
-22,456
-24% -$927K 0.09% 227
2024
Q2 		$3.75M Buy
94,489
+2,987
+3% +$118K 0.12% 173
2024
Q1 		$3.74M Buy
+91,502
New +$3.53M 0.15% 149

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 $445B AUM 25.58% 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 $444M AUM 19.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's AUSF Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Global X Adaptive US Factor ETF (AUSF) stake by 36% in Q2 2026, selling an estimated $393K and leaving 14,560 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #1192.

Concurrent Investment Advisors first reported a position in AUSF in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.75M in Q2 2024. 90 funds tracked by Wall St. Rank hold AUSF as of Q2 2026.

  • Concurrent Investment Advisors held 14,560 shares of Global X Adaptive US Factor ETF worth $711K as of Q2 2026.
  • Concurrent Investment Advisors sold 8,015 Global X Adaptive US Factor ETF shares in Q2 2026, an estimated $393K.
  • Global X Adaptive US Factor ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1192 holding.
  • Concurrent Investment Advisors first reported a position in Global X Adaptive US Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Global X Adaptive US Factor ETF position peaked at $3.75M in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.