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

Merriman 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
2024
Q4 		$785K Sell
18,690
-1,026
-5% -$44.5K 0.03% 99
2024
Q3 		$842K Sell
19,716
-2,236
-10% -$92.3K 0.03% 111
2024
Q2 		$871K Sell
21,952
-429
-2% -$17K 0.04% 102
2024
Q1 		$915K Sell
22,381
-1,035
-4% -$39.9K 0.04% 97
2023
Q4 		$871K Buy
+23,416
New +$787K 0.04% 102

Other funds holding AUSF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Merriman Wealth Management's AUSF Position: Q4 2024 in Review

Merriman Wealth Management reduced its Global X Adaptive US Factor ETF (AUSF) stake by 5.2% in Q4 2024, selling an estimated $44.5K and leaving 18,690 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #99.

Merriman Wealth Management first reported a position in AUSF in Q4 2023 and has held it in 5 quarters since. The position peaked at $915K in Q1 2024. 43 funds tracked by Wall St. Rank hold AUSF as of Q4 2024.

  • Merriman Wealth Management held 18,690 shares of Global X Adaptive US Factor ETF worth $785K as of Q4 2024.
  • Merriman Wealth Management sold 1,026 Global X Adaptive US Factor ETF shares in Q4 2024, an estimated $44.5K.
  • Global X Adaptive US Factor ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #99 holding.
  • Merriman Wealth Management first reported a position in Global X Adaptive US Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • Merriman Wealth Management's Global X Adaptive US Factor ETF position peaked at $915K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.