Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.42MNew |
$59.3M - $62.6M
|
1.42M
$61.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
361K+ 137.59% |
$15M - $15.9M
|
623K
$27M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
201KNew |
$8.36M - $8.82M
|
201K
$8.68M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 32.05% |
$4.27M - $4.5M
|
422K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
61.3K+ 28.08% |
$2.55M - $2.69M
|
279K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
31.2K+ 21.78% |
$1.3M - $1.37M
|
174K
$7.53M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.3K+ 492.24% |
$1.26M - $1.33M
|
36.5K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20K+ 16.75% |
$832K - $878K
|
139K
$6.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 63.84% |
$798K - $842K
|
49.1K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18.5K+ 6.43% |
$773K - $815K
|
307K
$13.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.6K+ 40.65% |
$693K - $731K
|
57.5K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
16.6KNew |
$692K - $730K
|
16.6K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 43.1% |
$509K - $537K
|
40.5K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12KNew |
$500K - $528K
|
12K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12K+ 38.78% |
$500K - $527K
|
42.9K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 8.29% |
$482K - $509K
|
151K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.6K+ 60.01% |
$443K - $467K
|
28.3K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.2K+ 7.27% |
$427K - $450K
|
151K
$6.53M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.18KNew |
$383K - $404K
|
9.18K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.85KNew |
$327K - $345K
|
7.85K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.97K+ 19.98% |
$290K - $306K
|
41.8K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.29KNew |
$262K - $277K
|
6.29K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.95KNew |
$248K - $262K
|
5.95K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.98K+ 28.0% |
$207K - $219K
|
22.8K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.55KNew |
$190K - $200K
|
4.55K
$197K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.65KNew |
$152K - $161K
|
3.65K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 18.02% |
$116K - $123K
|
18.3K
$791K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.36K+ 3.14% |
$98.2K - $104K
|
77.5K
$3.35M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.06KNew |
$85.7K - $90.4K
|
2.06K
$89K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 7.13% |
$83.2K - $87.7K
|
30K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.54K+ 19.26% |
$64.1K - $67.7K
|
9.53K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 24.67% |
$50.8K - $53.6K
|
6.16K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
629+ 121.9% |
$26.2K - $27.7K
|
1.15K
$49.5K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
345+ 5.0% |
$14.4K - $15.2K
|
7.24K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
230+ 1.29% |
$9.59K - $10.1K
|
18.1K
$783K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69New |
$2.88K - $3.03K
|
69
$2.98K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62+ 0.29% |
$2.58K - $2.73K
|
21.2K
$919K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41.7 - $44
|
1
$43.3
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1K- 6.67% |
$41.7K - $44K
|
14K
$605K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.2K- 74.63% |
$632K - $667K
|
5.16K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-46.2K- 0.98% |
$1.92M - $2.03M
|
4.68M
$202M
|