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Legacy Capital Group California’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Legacy Capital Group California’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
-7,169
Closed -$284K – 316
2024
Q2 		$284K Buy
7,169
+77
+1% +$3.05K 0.1% 231
2024
Q1 		$290K Sell
7,092
-1,956
-22% -$75.5K 0.11% 229
2023
Q4 		$336K Buy
+9,048
New +$304K 0.13% 201

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AWA
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Legacy Capital Group California's AUSF Position: Q3 2024 in Review

Legacy Capital Group California sold out of Global X Adaptive US Factor ETF (AUSF) in Q3 2024, closing a stake of 7,169 shares — an estimated $284K sold.

Legacy Capital Group California first reported a position in AUSF in Q4 2023 and held it in 3 quarters. The position peaked at $336K in Q4 2023. 38 funds tracked by Wall St. Rank hold AUSF as of Q3 2024.

  • Legacy Capital Group California reported no remaining Global X Adaptive US Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 7,169 Global X Adaptive US Factor ETF shares in Q3 2024, an estimated $284K.
  • Legacy Capital Group California first reported a position in Global X Adaptive US Factor ETF in Q4 2023 and held it in 3 quarters.
  • Legacy Capital Group California's Global X Adaptive US Factor ETF position peaked at $336K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.