Purchases and Sales Made in Q3 2025 in Global X Fds Adaptive U S Fact (AUSF)
This table provides information about the institutional ownership of Global X Fds Adaptive U S Fact (AUSF) during Q3 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS ADAPTIVE U S FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
928KNew |
$41M - $43.4M
|
928K
$41.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
169K+ 153.75% |
$7.45M - $7.89M
|
279K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
89.5K+ 27.37% |
$3.95M - $4.18M
|
416K
$18.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69K+ 1.51% |
$3.05M - $3.23M
|
4.63M
$208M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
56.4K+ 137.19% |
$2.49M - $2.64M
|
97.6K
$4.39M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44.6KNew |
$1.97M - $2.09M
|
44.6K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42.2K+ 48.7% |
$1.86M - $1.97M
|
129K
$5.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 35.69% |
$1.46M - $1.55M
|
126K
$5.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.5K+ 89.42% |
$859K - $910K
|
41.2K
$1.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
17.1KNew |
$757K - $802K
|
17.1K
$771K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
10.2K+ 4.87% |
$452K - $479K
|
220K
$9.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.99KNew |
$441K - $467K
|
9.99K
$449K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
8.89KNew |
$393K - $416K
|
8.89K
$400K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41KNew |
$283K - $300K
|
6.41K
$288K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.12K+ 51.05% |
$226K - $239K
|
15.1K
$681K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.75K+ 62.26% |
$210K - $222K
|
12.4K
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
699New |
$30.9K - $32.7K
|
699
$31.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
604New |
$26.7K - $28.2K
|
604
$27.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
500New |
$22.1K - $23.4K
|
500
$22.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
101New |
$4.46K - $4.72K
|
101
$4.54K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.09K- 11.82% |
$48.2K - $51K
|
8.14K
$366K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.91K- 17.14% |
$84.1K - $89.1K
|
9.21K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.95K- 72.26% |
$86.3K - $91.3K
|
750
$33.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.09K- 32.47% |
$137K - $145K
|
6.44K
$289K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-5.68K- 5.74% |
$251K - $266K
|
93.4K
$4.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.63K- 52.22% |
$293K - $310K
|
6.07K
$273K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-12.9K- 7.21% |
$570K - $604K
|
166K
$7.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.7K- 3.41% |
$1.05M - $1.11M
|
672K
$30.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-34.6K- 47.29% |
$1.53M - $1.62M
|
38.5K
$1.73M
|