LPL Financial
AUSF icon

LPL Financial’s Global X Adaptive US Factor ETF AUSF Stock Holding History

LPL Financial’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 		$68.1M Buy
1,408,897
+156,132
+12% +$7.6M 0.02% 774
2025
Q4 		$58.1M Buy
1,252,765
+302,286
+32% +$13.9M 0.02% 806
2025
Q3 		$44.2M Buy
950,479
+221,869
+30% +$10.1M 0.01% 905
2025
Q2 		$32.6M Buy
728,610
+306,853
+73% +$13.2M 0.01% 977
2025
Q1 		$18.4M Buy
421,757
+102,354
+32% +$4.42M 0.01% 1200
2024
Q4 		$13.4M Buy
319,403
+113,609
+55% +$4.92M 0.01% 1329
2024
Q3 		$8.79M Buy
205,794
+51,793
+34% +$2.14M ﹤0.01% 1555
2024
Q2 		$6.11M Buy
154,001
+103,541
+205% +$4.1M ﹤0.01% 1711
2024
Q1 		$2.06M Buy
50,460
+27,163
+117% +$1.05M ﹤0.01% 2517
2023
Q4 		$866K Buy
23,297
+9,551
+69% +$321K ﹤0.01% 3161
2023
Q3 		$433K Buy
13,746
+1,044
+8% +$33.9K ﹤0.01% 3604
2023
Q2 		$404K Buy
12,702
+399
+3% +$12.2K ﹤0.01% 3619
2023
Q1 		$373K Buy
12,303
+1,606
+15% +$48.7K ﹤0.01% 3576
2022
Q4 		$332K Sell
10,697
-1,044
-9% -$32.3K ﹤0.01% 3575
2022
Q3 		$333K Sell
11,741
-5,504
-32% -$164K ﹤0.01% 3489
2022
Q2 		$498K Sell
17,245
-288
-2% -$8.74K ﹤0.01% 3201
2022
Q1 		$554K Sell
17,533
-1,904
-10% -$58.7K ﹤0.01% 3120
2021
Q4 		$621K Buy
19,437
+2,862
+17% +$88.2K ﹤0.01% 3085
2021
Q3 		$493K Sell
16,575
-39
-0.2% -$1.17K ﹤0.01% 3224
2021
Q2 		$493K Sell
16,614
-112
-0.7% -$3.34K ﹤0.01% 3177
2021
Q1 		$478K Sell
16,726
-1,342
-7% -$36.6K ﹤0.01% 3056
2020
Q4 		$464K Sell
18,068
-11,855
-40% -$287K ﹤0.01% 2828
2020
Q3 		$661K Sell
29,923
-264,408
-90% -$5.89M ﹤0.01% 2240
2020
Q2 		$6.26M Sell
294,331
-154,031
-34% -$3.1M 0.01% 770
2020
Q1 		$7.98M Buy
448,362
+74,624
+20% +$1.77M 0.02% 579
2019
Q4 		$9.79M Buy
373,738
+8,108
+2% +$207K 0.02% 581
2019
Q3 		$9.18M Buy
365,630
+6,130
+2% +$151K 0.02% 564
2019
Q2 		$8.89M Buy
359,500
+11,838
+3% +$289K 0.02% 559
2019
Q1 		$8.41M Sell
347,662
-104,928
-23% -$2.49M 0.02% 566
2018
Q4 		$9.97M Buy
+452,590
New +$10.8M 0.03% 441

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
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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

LPL Financial's AUSF Position: Q1 2026 in Review

LPL Financial increased its Global X Adaptive US Factor ETF (AUSF) stake by 12% in Q1 2026, buying an estimated $7.6M and bringing the position to 1,408,897 shares worth $68.1M. The position accounts for 0.02% of the portfolio, ranked #774.

LPL Financial first reported a position in AUSF in Q4 2018 and has held it in 30 quarters since. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

  • LPL Financial held 1,408,897 shares of Global X Adaptive US Factor ETF worth $68.1M as of Q1 2026.
  • LPL Financial bought 156,132 Global X Adaptive US Factor ETF shares in Q1 2026, an estimated $7.6M.
  • Global X Adaptive US Factor ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #774 holding.
  • LPL Financial first reported a position in Global X Adaptive US Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • 85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.