Savvy Advisors Inc’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Savvy Advisors Inc’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	$304K	Sell	6,228 -893	-13%	-$43.8K	0.01%	992
2026 Q1	$344K	Sell	7,121 -594	-8%	-$28.9K	0.01%	807
2025 Q4	$358K	Sell	7,715 -422	-5%	-$19.3K	0.01%	698
2025 Q3	$378K	Sell	8,137 -1,091	-12%	-$49.7K	0.02%	531
2025 Q2	$412K	Buy	9,228 +50	+0.5%	+$2.15K	0.03%	402
2025 Q1	$401K	Buy	+9,178	New	+$397K	0.04%	328

Other funds holding AUSF

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Savvy Advisors Inc's AUSF Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Global X Adaptive US Factor ETF (AUSF) stake by 13% in Q2 2026, selling an estimated $43.8K and leaving 6,228 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #992.

Savvy Advisors Inc first reported a position in AUSF in Q1 2025 and has held it in 6 quarters since. The position peaked at $412K in Q2 2025. 90 funds tracked by Wall St. Rank hold AUSF as of Q2 2026.

Savvy Advisors Inc held 6,228 shares of Global X Adaptive US Factor ETF worth $304K as of Q2 2026.
Savvy Advisors Inc sold 893 Global X Adaptive US Factor ETF shares in Q2 2026, an estimated $43.8K.
Global X Adaptive US Factor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #992 holding.
Savvy Advisors Inc first reported a position in Global X Adaptive US Factor ETF in Q1 2025 and has held it in 6 quarters since.
Savvy Advisors Inc's Global X Adaptive US Factor ETF position peaked at $412K in Q2 2025.
90 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.