Raymond James Financial Services Advisors’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$746K	Buy	17,471 +7,861	+82%	+$324K	﹤0.01%	2361
2024 Q2	$381K	Buy	+9,610	New	+$381K	﹤0.01%	2721
2023 Q2	–	Sell	-14,491	Closed	-$439K	–	3248
2023 Q1	$439K	Buy	+14,491	New	+$439K	﹤0.01%	2413
2019 Q2	–	Sell	-15,329	Closed	-$371K	–	2847
2019 Q1	$371K	Buy	+15,329	New	+$364K	﹤0.01%	2089

Other funds holding AUSF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Raymond James Financial Services Advisors's AUSF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Global X Adaptive US Factor ETF (AUSF) stake by 82% in Q3 2024, buying an estimated $324K and bringing the position to 17,471 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Raymond James Financial Services Advisors first reported a position in AUSF in Q1 2019 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold AUSF as of Q3 2024.

Raymond James Financial Services Advisors held 17,471 shares of Global X Adaptive US Factor ETF worth $746K as of Q3 2024.
Raymond James Financial Services Advisors bought 7,861 Global X Adaptive US Factor ETF shares in Q3 2024, an estimated $324K.
Global X Adaptive US Factor ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2361 holding.
Raymond James Financial Services Advisors first reported a position in Global X Adaptive US Factor ETF in Q1 2019 and has held it in 4 quarters since.
38 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.