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

WCG Wealth Advisors’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 		$1.49M Buy
30,856
+375
+1% +$18.3K 0.04% 312
2025
Q4 		$1.41M Buy
30,481
+6,512
+27% +$299K 0.04% 302
2025
Q3 		$1.11M Buy
+23,969
New +$1.09M 0.07% 219
2025
Q1 		– Sell
-19,791
Closed -$831K – 288
2024
Q4 		$831K Buy
+19,791
New +$858K 0.05% 226

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

WCG Wealth Advisors's AUSF Position: Q1 2026 in Review

WCG Wealth Advisors increased its Global X Adaptive US Factor ETF (AUSF) stake by 1.2% in Q1 2026, buying an estimated $18.3K and bringing the position to 30,856 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #312.

WCG Wealth Advisors first reported a position in AUSF in Q4 2024 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

  • WCG Wealth Advisors held 30,856 shares of Global X Adaptive US Factor ETF worth $1.49M as of Q1 2026.
  • WCG Wealth Advisors bought 375 Global X Adaptive US Factor ETF shares in Q1 2026, an estimated $18.3K.
  • Global X Adaptive US Factor ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #312 holding.
  • WCG Wealth Advisors first reported a position in Global X Adaptive US Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.