Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.2K+ 1.02% |
$2.12M - $2.2M
|
4.68M
$212M
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
28.9K+ 3.11% |
$1.3M - $1.34M
|
957K
$43.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25.2K+ 166.32% |
$1.13M - $1.17M
|
40.3K
$1.83M
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20.8K+ 16.13% |
$933K - $967K
|
150K
$6.77M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.5K+ 37.63% |
$651K - $675K
|
53K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
6.97KNew |
$313K - $325K
|
6.97K
$316K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4.83KNew |
$217K - $225K
|
4.83K
$219K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.58KNew |
$206K - $213K
|
4.58K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.5K+ 3.58% |
$157K - $163K
|
101K
$4.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.32K+ 36.19% |
$104K - $108K
|
8.73K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.4K+ 11.28% |
$62.6K - $65K
|
13.8K
$624K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
1.05KNew |
$47K - $48.7K
|
1.05K
$47.4K
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
771New |
$34.6K - $35.9K
|
771
$34.9K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
50New |
$2.25K - $2.33K
|
50
$2.26K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
27New |
$1.21K - $1.26K
|
27
$1.22K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
25New |
$1.12K - $1.16K
|
25
$1.13K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-422- 5.19% |
$19K - $19.6K
|
7.72K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-500- 3.58% |
$22.5K - $23.3K
|
13.5K
$611K
|
|