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Legacy Wealth Management (Idaho)’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Legacy Wealth Management (Idaho)’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 		$11.1K Buy
+229
New +$11.1K 0.01% 469

Other funds holding AUSF

Wealth Enhancement Advisory Services
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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

Legacy Wealth Management (Idaho)'s AUSF Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Global X Adaptive US Factor ETF (AUSF) in Q1 2026: 229 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings.

85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 229 shares of Global X Adaptive US Factor ETF worth $11.1K as of Q1 2026.
  • Global X Adaptive US Factor ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Global X Adaptive US Factor ETF made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #469 holding.
  • 85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.