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Fulcrum Equity Management’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Fulcrum Equity 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
2024
Q3 		– Sell
-30,858
Closed -$1.22M – 139
2024
Q2 		$1.22M Sell
30,858
-400
-1% -$15.8K 1.1% 20
2024
Q1 		$1.28M Sell
31,258
-2,721
-8% -$105K 1.51% 16
2023
Q4 		$1.26M Buy
+33,979
New +$1.14M 1.56% 12

Other funds holding AUSF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fulcrum Equity Management's AUSF Position: Q3 2024 in Review

Fulcrum Equity Management sold out of Global X Adaptive US Factor ETF (AUSF) in Q3 2024, closing a stake of 30,858 shares — an estimated $1.22M sold.

Fulcrum Equity Management first reported a position in AUSF in Q4 2023 and held it in 3 quarters. The position peaked at $1.28M in Q1 2024. 38 funds tracked by Wall St. Rank hold AUSF as of Q3 2024.

  • Fulcrum Equity Management reported no remaining Global X Adaptive US Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 30,858 Global X Adaptive US Factor ETF shares in Q3 2024, an estimated $1.22M.
  • Fulcrum Equity Management first reported a position in Global X Adaptive US Factor ETF in Q4 2023 and held it in 3 quarters.
  • Fulcrum Equity Management's Global X Adaptive US Factor ETF position peaked at $1.28M in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q3 2024.

Based on Fulcrum Equity Management's 13F filing for Q3 2024, filed 22 Nov 2024.