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Northeast Planning Associates NH’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Northeast Planning Associates NH’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 		$2.1M Buy
46,194
+3,111
+7% +$153K 1.58% 20
2026
Q1 		$2.08M Buy
43,083
+1,613
+4% +$78.5K 1.4% 20
2025
Q4 		$1.92M Buy
41,470
+3,018
+8% +$138K 1.36% 20
2025
Q3 		$1.79M Buy
+38,452
New +$1.75M 1.52% 19

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 $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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BW
Bravera Wealth Bismarck, North Dakota $261M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Northeast Planning Associates NH's AUSF Position: Q2 2026 in Review

Northeast Planning Associates NH increased its Global X Adaptive US Factor ETF (AUSF) stake by 7.2% in Q2 2026, buying an estimated $153K and bringing the position to 46,194 shares worth $2.1M. The position accounts for 1.58% of the portfolio, ranked #20.

Northeast Planning Associates NH first reported a position in AUSF in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold AUSF as of Q2 2026.

  • Northeast Planning Associates NH held 46,194 shares of Global X Adaptive US Factor ETF worth $2.1M as of Q2 2026.
  • Northeast Planning Associates NH bought 3,111 Global X Adaptive US Factor ETF shares in Q2 2026, an estimated $153K.
  • Global X Adaptive US Factor ETF made up 1.58% of Northeast Planning Associates NH's portfolio in Q2 2026, its #20 holding.
  • Northeast Planning Associates NH first reported a position in Global X Adaptive US Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.