Wealth Enhancement Advisory Services
AUSF icon

Wealth Enhancement Advisory Services’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$140M Buy
2,834,785
+221,267
+8% +$11.3M 0.21% 74
2026
Q2 		$131M Buy
2,613,518
+213,940
+9% +$10.5M 0.22% 79
2026
Q1 		$117M Sell
2,399,578
-2,280,185
-49% -$111M 0.24% 74
2025
Q4 		$222M Buy
4,679,763
+47,212
+1% +$2.16M 0.3% 55
2025
Q3 		$214M Buy
4,632,551
+69,049
+2% +$3.15M 0.32% 55
2025
Q2 		$208M Sell
4,563,502
-115,983
-2% -$4.97M 0.34% 54
2025
Q1 		$204M Sell
4,679,485
-46,185
-1% -$2M 0.39% 44
2024
Q4 		$198M Sell
4,725,670
-21,484
-0.5% -$931K 0.38% 47
2024
Q3 		$203M Sell
4,747,154
-183,470
-4% -$7.57M 0.44% 41
2024
Q2 		$196M Sell
4,930,624
-44,157
-0.9% -$1.75M 0.46% 38
2024
Q1 		$203M Sell
4,974,781
-29,005
-0.6% -$1.12M 0.53% 30
2023
Q4 		$186M Buy
5,003,786
+23,271
+0.5% +$782K 0.54% 31
2023
Q3 		$157M Buy
4,980,515
+4,968,435
+41,129% +$161M 0.52% 35
2023
Q2 		$385K Sell
12,080
-2,424
-17% -$74.2K ﹤0.01% 391
2023
Q1 		$439K Buy
+14,504
New +$440K 0.01% 399

Other funds holding AUSF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Tidemark
Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sierra Ocean
Sierra Ocean Ripon, California $162M AUM 16.38% 1-Year Est. Return
Channel Wealth
Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's AUSF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Global X Adaptive US Factor ETF (AUSF) stake by 8.5% in Q3 2026, buying an estimated $11.3M and bringing the position to 2,834,785 shares worth $140M. The position accounts for 0.21% of the portfolio, ranked #74.

Wealth Enhancement Advisory Services first reported a position in AUSF in Q1 2023 and has held it in 15 quarters since. The position peaked at $222M in Q4 2025. 79 funds tracked by Wall St. Rank hold AUSF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,834,785 shares of Global X Adaptive US Factor ETF worth $140M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 221,267 Global X Adaptive US Factor ETF shares in Q3 2026, an estimated $11.3M.
  • Global X Adaptive US Factor ETF made up 0.21% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #74 holding.
  • Wealth Enhancement Advisory Services first reported a position in Global X Adaptive US Factor ETF in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Global X Adaptive US Factor ETF position peaked at $222M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.