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SteelPeak Wealth’s Global X Adaptive US Factor ETF AUSF Stock Holding History

SteelPeak Wealth’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 		– Sell
-6,435
Closed -$299K – 582
2025
Q4 		$299K Hold
6,435
– – 0.01% 432
2025
Q3 		$299K Sell
6,435
-3,094
-32% -$141K 0.01% 465
2025
Q2 		$426K Hold
9,529
– – 0.02% 373
2025
Q1 		$416K Buy
9,529
+1,539
+19% +$66.5K 0.02% 374
2024
Q4 		$337K Hold
7,990
– – 0.01% 393
2024
Q3 		$341K Buy
+7,990
New +$330K 0.01% 372

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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SteelPeak Wealth's AUSF Position: Q1 2026 in Review

SteelPeak Wealth sold out of Global X Adaptive US Factor ETF (AUSF) in Q1 2026, closing a stake of 6,435 shares — an estimated $299K sold.

SteelPeak Wealth first reported a position in AUSF in Q3 2024 and held it in 6 quarters. The position peaked at $426K in Q2 2025. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

  • SteelPeak Wealth reported no remaining Global X Adaptive US Factor ETF position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 6,435 Global X Adaptive US Factor ETF shares in Q1 2026, an estimated $299K.
  • SteelPeak Wealth first reported a position in Global X Adaptive US Factor ETF in Q3 2024 and held it in 6 quarters.
  • SteelPeak Wealth's Global X Adaptive US Factor ETF position peaked at $426K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.