RFP
AUSF icon

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

Root Financial Partners’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 		– Sell
-699
Closed -$33.8K – 637
2026
Q1 		$33.8K Hold
699
– – ﹤0.01% 1051
2025
Q4 		$32.4K Hold
699
– – ﹤0.01% 905
2025
Q3 		$32.5K Buy
+699
New +$31.9K ﹤0.01% 853

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
T
Tidemark San Diego, California $444M AUM 19.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Root Financial Partners's AUSF Position: Q2 2026 in Review

Root Financial Partners sold out of Global X Adaptive US Factor ETF (AUSF) in Q2 2026, closing a stake of 699 shares — an estimated $33.8K sold.

Root Financial Partners first reported a position in AUSF in Q3 2025 and held it in 3 quarters. The position peaked at $33.8K in Q1 2026. 90 funds tracked by Wall St. Rank hold AUSF as of Q2 2026.

  • Root Financial Partners reported no remaining Global X Adaptive US Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 699 Global X Adaptive US Factor ETF shares in Q2 2026, an estimated $33.8K.
  • Root Financial Partners first reported a position in Global X Adaptive US Factor ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Global X Adaptive US Factor ETF position peaked at $33.8K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.