Creative Planning
AUSF icon

Creative Planning’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Creative Planning’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
Q1 		$413K Buy
8,539
+526
+7% +$25.6K ﹤0.01% 3173
2025
Q4 		$372K Buy
8,013
+264
+3% +$12.1K ﹤0.01% 3090
2025
Q3 		$360K Buy
7,749
+288
+4% +$13.1K ﹤0.01% 3003
2025
Q2 		$334K Buy
7,461
+221
+3% +$9.48K ﹤0.01% 2811
2025
Q1 		$316K Buy
7,240
+345
+5% +$14.9K ﹤0.01% 2707
2024
Q4 		$290K Buy
6,895
+341
+5% +$14.8K ﹤0.01% 2694
2024
Q3 		$280K Buy
+6,554
New +$271K ﹤0.01% 2573

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 $71.6B AUM 21.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's AUSF Position: Q1 2026 in Review

Creative Planning increased its Global X Adaptive US Factor ETF (AUSF) stake by 6.6% in Q1 2026, buying an estimated $25.6K and bringing the position to 8,539 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Creative Planning first reported a position in AUSF in Q3 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

  • Creative Planning held 8,539 shares of Global X Adaptive US Factor ETF worth $413K as of Q1 2026.
  • Creative Planning bought 526 Global X Adaptive US Factor ETF shares in Q1 2026, an estimated $25.6K.
  • Global X Adaptive US Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3173 holding.
  • Creative Planning first reported a position in Global X Adaptive US Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.