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Sonoma Allocations’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Sonoma Allocations’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 		$1.5M Buy
30,383
+15,322
+102% +$751K 0.47% 36
2026
Q1 		$735K Buy
+15,061
New +$733K 0.25% 61

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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Sonoma Allocations's AUSF Position: Q2 2026 in Review

Sonoma Allocations increased its Global X Adaptive US Factor ETF (AUSF) stake by 102% in Q2 2026, buying an estimated $751K and bringing the position to 30,383 shares worth $1.5M. The position accounts for 0.47% of the portfolio, ranked #36.

Sonoma Allocations first reported a position in AUSF in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold AUSF as of Q2 2026.

  • Sonoma Allocations held 30,383 shares of Global X Adaptive US Factor ETF worth $1.5M as of Q2 2026.
  • Sonoma Allocations bought 15,322 Global X Adaptive US Factor ETF shares in Q2 2026, an estimated $751K.
  • Global X Adaptive US Factor ETF made up 0.47% of Sonoma Allocations's portfolio in Q2 2026, its #36 holding.
  • Sonoma Allocations first reported a position in Global X Adaptive US Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.