Bogart Wealth, LLC Global X Fds Adaptive U S Fact Transaction History

Bogart Wealth, LLC

$2.46 Billion
Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Bogart Wealth, LLC holds 928,461 shares of AUSF stock, worth $41.8 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

928,461

Holding current value

$41.8 Million

% of portfolio

1.76%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$44.16 - $46.75 $41 Million - $43.4 Million	928,461 New	928,461 $43.2 Million

Others Institutions Holding AUSF

# of Institutions

Shares Held

12.4M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

4.63M
Shares

$208 Million
0.35% of portfolio
Waddell & Associates, LLC

1.46M
Shares

$65.5 Million
7.02% of portfolio
Lpl Financial LLC Fort Mill, SC

729K
Shares

$32.8 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

672K
Shares

$30.2 Million
0.04% of portfolio
Tidemark, LLC San Diego, CA

416K
Shares

$18.7 Million
6.5% of portfolio

View Full List

About GLOBAL X FDS ADAPTIVE U S FACT

Ticker AUSF
Sector ETFs
Industry ETFs

More about AUSF

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Bogart Wealth, LLC Global X Fds Adaptive U S Fact Transaction History