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 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 $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Savvy Advisors Inc's AUSF Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Global X Adaptive US Factor ETF (AUSF) stake by 7.7% in Q1 2026, selling an estimated $28.9K and leaving 7,121 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #807.

Savvy Advisors Inc first reported a position in AUSF in Q1 2025 and has held it in 5 quarters since. The position peaked at $412K in Q2 2025. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

Savvy Advisors Inc held 7,121 shares of Global X Adaptive US Factor ETF worth $344K as of Q1 2026.
Savvy Advisors Inc sold 594 Global X Adaptive US Factor ETF shares in Q1 2026, an estimated $28.9K.
Global X Adaptive US Factor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #807 holding.
Savvy Advisors Inc first reported a position in Global X Adaptive US Factor ETF in Q1 2025 and has held it in 5 quarters since.
Savvy Advisors Inc's Global X Adaptive US Factor ETF position peaked at $412K in Q2 2025.
85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.