Laurel Wealth Advisors (North Carolina)’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-771	Closed	-$35.8K	–	230
2025 Q4	$35.8K	Buy	+771	New	+$35.4K	﹤0.01%	367
2025 Q2	–	Sell	-1,071	Closed	-$46.8K	–	230
2025 Q1	$46.8K	Hold	1,071	–	–	0.01%	318
2024 Q4	$45K	Buy	+1,071	New	+$46.4K	0.01%	324

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 $377B AUM 19.32% 1-Year Est. Return

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

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AUSF Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Global X Adaptive US Factor ETF (AUSF) in Q1 2026, closing a stake of 771 shares — an estimated $35.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AUSF in Q4 2024 and held it in 3 quarters. The position peaked at $46.8K in Q1 2025. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Global X Adaptive US Factor ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 771 Global X Adaptive US Factor ETF shares in Q1 2026, an estimated $35.8K.
Laurel Wealth Advisors (North Carolina) first reported a position in Global X Adaptive US Factor ETF in Q4 2024 and held it in 3 quarters.
Laurel Wealth Advisors (North Carolina)'s Global X Adaptive US Factor ETF position peaked at $46.8K in Q1 2025.
85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.