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

Congress 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
2025 Q2	$271K	Buy	+6,070	New	+$260K	﹤0.01%	1093

Other funds holding AUSF

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Congress Wealth Management's AUSF Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Global X Adaptive US Factor ETF (AUSF) in Q2 2025: 6,070 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings.

65 funds tracked by Wall St. Rank hold AUSF as of Q2 2025.

Congress Wealth Management held 6,070 shares of Global X Adaptive US Factor ETF worth $271K as of Q2 2025.
Global X Adaptive US Factor ETF was a new Congress Wealth Management position in Q2 2025.
Global X Adaptive US Factor ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1093 holding.
65 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.