Latest Institutional Transactions on Global X Fds Adaptive U S Fact (AUSF)
This table provides information on the latest institutional transactions involving Global X Fds Adaptive U S Fact (AUSF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
604New |
$26.7K - $28.2K
|
604
$27.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
699New |
$30.9K - $32.7K
|
699
$31.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69K+ 1.51% |
$3.05M - $3.23M
|
4.63M
$210M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.91K- 17.14% |
$84.1K - $89.1K
|
9.21K
$417K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.12K+ 51.05% |
$226K - $239K
|
15.1K
$686K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-34.6K- 47.29% |
$1.53M - $1.62M
|
38.5K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
928KNew |
$41M - $43.4M
|
928K
$42M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.5K+ 89.42% |
$859K - $910K
|
41.2K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
500New |
$22.1K - $23.4K
|
500
$22.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.7K- 3.41% |
$1.05M - $1.11M
|
672K
$30.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.63K- 52.22% |
$293K - $310K
|
6.07K
$275K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.09K- 32.47% |
$137K - $145K
|
6.44K
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42.2K+ 48.7% |
$1.86M - $1.97M
|
129K
$5.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
56.4K+ 137.19% |
$2.49M - $2.64M
|
97.6K
$4.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41KNew |
$283K - $300K
|
6.41K
$290K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-12.9K- 7.21% |
$570K - $604K
|
166K
$7.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.75K+ 62.26% |
$210K - $222K
|
12.4K
$560K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.2K- 10.69% |
$596K - $681K
|
127K
$5.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$39.2 - $44.7
|
1
$45.3
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.74KNew |
$264K - $301K
|
6.74K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.07KNew |
$238K - $271K
|
6.07K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.73K+ 22.07% |
$67.8K - $77.4K
|
9.58K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
46.8K+ 4370.03% |
$1.83M - $2.09M
|
47.9K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.7KNew |
$654K - $747K
|
16.7K
$757K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.9K+ 81.91% |
$1.17M - $1.34M
|
66.4K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.1KNew |
$43.1K - $49.2K
|
1.1K
$49.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
179KNew |
$7.02M - $8.01M
|
179K
$8.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.1KNew |
$1.57M - $1.79M
|
40.1K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
47.1KNew |
$1.84M - $2.1M
|
47.1K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.29KNew |
$207K - $236K
|
5.29K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-5.15K- 30.99% |
$202K - $230K
|
11.5K
$519K
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1K- 6.67% |
$41.7K - $44K
|
14K
$633K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69New |
$2.88K - $3.03K
|
69
$3.13K
|
|
| Q4 2024 | |||||||
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
4.84KNew |
$202K - $218K
|
4.84K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.2% |
$42.8K - $46.3K
|
18.7K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 68.55% |
$90K - $97.3K
|
5.31K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 0.66% |
$1.25K - $1.35K
|
4.59K
$208K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25- 47.17% |
$988 - $1.07K
|
28
$1.27K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10KNew |
$395K - $427K
|
10K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.86K+ 81.8% |
$311K - $336K
|
17.5K
$791K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9KNew |
$550K - $595K
|
13.9K
$631K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7New |
$271 - $284
|
7
$317
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
77+ 1.09% |
$2.98K - $3.13K
|
7.17K
$325K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-400- 1.28% |
$15.5K - $16.2K
|
30.9K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.26K- 1.58% |
$48.7K - $51.1K
|
78.4K
$3.55M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.94KNew |
$253K - $284K
|
6.94K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8New |
$291 - $327
|
8
$362
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
505New |
$15.5K - $18.9K
|
505
$22.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
7.78KNew |
$239K - $291K
|
7.78K
$352K
|
|