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Investment Partners Asset Management’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Investment Partners Asset 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
2026
Q2 		$2.23M Buy
45,650
+1,438
+3% +$70.5K 1.24% 20
2026
Q1 		$2.14M Buy
44,212
+37,238
+534% +$1.81M 1.32% 18
2025
Q4 		$323K Buy
+6,974
New +$320K 0.2% 126

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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BW
Bravera Wealth Bismarck, North Dakota $261M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 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

Investment Partners Asset Management's AUSF Position: Q2 2026 in Review

Investment Partners Asset Management increased its Global X Adaptive US Factor ETF (AUSF) stake by 3.3% in Q2 2026, buying an estimated $70.5K and bringing the position to 45,650 shares worth $2.23M. The position accounts for 1.24% of the portfolio, ranked #20.

Investment Partners Asset Management first reported a position in AUSF in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold AUSF as of Q2 2026.

  • Investment Partners Asset Management held 45,650 shares of Global X Adaptive US Factor ETF worth $2.23M as of Q2 2026.
  • Investment Partners Asset Management bought 1,438 Global X Adaptive US Factor ETF shares in Q2 2026, an estimated $70.5K.
  • Global X Adaptive US Factor ETF made up 1.24% of Investment Partners Asset Management's portfolio in Q2 2026, its #20 holding.
  • Investment Partners Asset Management first reported a position in Global X Adaptive US Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.