SHJ
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Sharkey, Howes & Javer’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Sharkey, Howes & Javer’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 		– Sell
-78,434
Closed -$3.11M – 144
2024
Q2 		$3.11M Sell
78,434
-1,259
-2% -$49.9K 0.5% 35
2024
Q1 		$3.26M Buy
+79,693
New +$3.07M 0.53% 31

Other funds holding AUSF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
LPL Financial
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Commonwealth Equity Services
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 $1.51B AUM 33.02% 1-Year Est. Return

Sharkey, Howes & Javer's AUSF Position: Q3 2024 in Review

Sharkey, Howes & Javer sold out of Global X Adaptive US Factor ETF (AUSF) in Q3 2024, closing a stake of 78,434 shares — an estimated $3.11M sold.

Sharkey, Howes & Javer first reported a position in AUSF in Q1 2024 and held it in 2 quarters. The position peaked at $3.26M in Q1 2024. 38 funds tracked by Wall St. Rank hold AUSF as of Q3 2024.

  • Sharkey, Howes & Javer reported no remaining Global X Adaptive US Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 78,434 Global X Adaptive US Factor ETF shares in Q3 2024, an estimated $3.11M.
  • Sharkey, Howes & Javer first reported a position in Global X Adaptive US Factor ETF in Q1 2024 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Global X Adaptive US Factor ETF position peaked at $3.26M in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q3 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2024, filed 21 Oct 2024.