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

Leavell Investment 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
Q1 		– Sell
-4,639
Closed -$216K – 606
2025
Q4 		$216K Sell
4,639
-4,570
-50% -$210K 0.01% 565
2025
Q3 		$428K Sell
9,209
-1,905
-17% -$86.8K 0.02% 442
2025
Q2 		$497K Buy
+11,114
New +$477K 0.02% 407

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

Leavell Investment Management's AUSF Position: Q1 2026 in Review

Leavell Investment Management sold out of Global X Adaptive US Factor ETF (AUSF) in Q1 2026, closing a stake of 4,639 shares — an estimated $216K sold.

Leavell Investment Management first reported a position in AUSF in Q2 2025 and held it in 3 quarters. The position peaked at $497K in Q2 2025. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

  • Leavell Investment Management reported no remaining Global X Adaptive US Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Leavell Investment Management sold 4,639 Global X Adaptive US Factor ETF shares in Q1 2026, an estimated $216K.
  • Leavell Investment Management first reported a position in Global X Adaptive US Factor ETF in Q2 2025 and held it in 3 quarters.
  • Leavell Investment Management's Global X Adaptive US Factor ETF position peaked at $497K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.