Steward Partners Investment Advisory’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Steward Partners Investment Advisory’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	-645	Closed	-$29.9K	–	4428
2025 Q4	$29.9K	Sell	645 -43	-6%	-$1.97K	﹤0.01%	2946
2025 Q3	$32K	Sell	688 -44	-6%	-$2K	﹤0.01%	2844
2025 Q2	$32.7K	Sell	732 -46	-6%	-$1.97K	﹤0.01%	2683
2025 Q1	$34K	Hold	778	–	–	﹤0.01%	2570
2024 Q4	$32.7K	Hold	778	–	–	﹤0.01%	2557
2024 Q3	$33.2K	Buy	+778	New	+$32.1K	﹤0.01%	2436
2023 Q1	–	Sell	-7	Closed	-$218	–	3317
2022 Q4	$218	Buy	+7	New	+$216	﹤0.01%	3254

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

Steward Partners Investment Advisory's AUSF Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Global X Adaptive US Factor ETF (AUSF) in Q1 2026, closing a stake of 645 shares — an estimated $29.9K sold.

Steward Partners Investment Advisory first reported a position in AUSF in Q4 2022 and held it in 7 quarters. The position peaked at $34K in Q1 2025. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Global X Adaptive US Factor ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 645 Global X Adaptive US Factor ETF shares in Q1 2026, an estimated $29.9K.
Steward Partners Investment Advisory first reported a position in Global X Adaptive US Factor ETF in Q4 2022 and held it in 7 quarters.
Steward Partners Investment Advisory's Global X Adaptive US Factor ETF position peaked at $34K in Q1 2025.
85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.