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Meridian Wealth Management’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Meridian Wealth 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
Q2 		$12.1M Sell
246,844
-3,650
-1% -$179K 0.37% 53
2026
Q1 		$12.1M Sell
250,494
-39,463
-14% -$1.92M 0.43% 52
2025
Q4 		$13.4M Buy
289,957
+11,376
+4% +$522K 0.47% 43
2025
Q3 		$13M Buy
278,581
+168,795
+154% +$7.69M 0.5% 42
2025
Q2 		$4.91M Buy
+109,786
New +$4.71M 0.21% 103

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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
SO
Sierra Ocean Ripon, California $144M AUM 25.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Meridian Wealth Management's AUSF Position: Q2 2026 in Review

Meridian Wealth Management reduced its Global X Adaptive US Factor ETF (AUSF) stake by 1.5% in Q2 2026, selling an estimated $179K and leaving 246,844 shares worth $12.1M. The position accounts for 0.37% of the portfolio, ranked #53.

Meridian Wealth Management first reported a position in AUSF in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.4M in Q4 2025. 48 funds tracked by Wall St. Rank hold AUSF as of Q2 2026.

  • Meridian Wealth Management held 246,844 shares of Global X Adaptive US Factor ETF worth $12.1M as of Q2 2026.
  • Meridian Wealth Management sold 3,650 Global X Adaptive US Factor ETF shares in Q2 2026, an estimated $179K.
  • Global X Adaptive US Factor ETF made up 0.37% of Meridian Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Meridian Wealth Management first reported a position in Global X Adaptive US Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Meridian Wealth Management's Global X Adaptive US Factor ETF position peaked at $13.4M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.