Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
209K+ 388.98% |
$8.7M - $9.41M
|
262K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
143KNew |
$5.97M - $6.45M
|
143K
$6.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
141KNew |
$5.87M - $6.35M
|
141K
$6.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 55.21% |
$4.74M - $5.12M
|
319K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.8K+ 69.34% |
$2.04M - $2.2M
|
119K
$5.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.2KNew |
$1.84M - $1.99M
|
44.2K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22.1K+ 8.3% |
$922K - $996K
|
288K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 155.38% |
$885K - $957K
|
34.9K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.2KNew |
$883K - $955K
|
21.2K
$916K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$825K - $892K
|
19.8K
$856K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 16.16% |
$810K - $875K
|
140K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 182.87% |
$764K - $826K
|
28.3K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.8K+ 8.89% |
$743K - $803K
|
218K
$9.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 65.18% |
$493K - $533K
|
30K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.8K+ 53.6% |
$450K - $487K
|
30.9K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.67K+ 165.81% |
$403K - $436K
|
15.5K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8.72K+ 27.11% |
$364K - $393K
|
40.9K
$1.77M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
4.84KNew |
$202K - $218K
|
4.84K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.45K+ 33.6% |
$186K - $201K
|
17.7K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.11K+ 4.32% |
$130K - $140K
|
75.1K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 68.55% |
$90K - $97.3K
|
5.31K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.97K+ 0.04% |
$82.1K - $88.7K
|
4.75M
$205M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.47K+ 12.54% |
$61.5K - $66.5K
|
13.2K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.07KNew |
$44.7K - $48.3K
|
1.07K
$46.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
516New |
$21.5K - $23.3K
|
516
$22.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
388+ 1.41% |
$16.2K - $17.5K
|
28K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
388+ 2.23% |
$16.2K - $17.5K
|
17.8K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
341+ 5.2% |
$14.2K - $15.4K
|
6.9K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
257+ 4.35% |
$10.7K - $11.6K
|
6.16K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
204+ 1.15% |
$8.51K - $9.2K
|
17.9K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 0.66% |
$1.25K - $1.35K
|
4.59K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$41.7 - $45.1
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-500- 3.23% |
$20.9K - $22.5K
|
15K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.2% |
$42.8K - $46.3K
|
18.7K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.2K- 55.67% |
$259K - $280K
|
4.94K
$214K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.5K- 0.49% |
$978K - $1.06M
|
4.73M
$204M
|