Ownership history in Able Wealth Management LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in GLOBAL X FDS GLOBAL X ADAPTIVE US FACTOR ETF (AUSF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 149,578 | +20,772 | +16.1% | 2.19% | $6.9M | $46.08 |
| 2025 Q3 | ADDED | 128,806 | +42,183 | +48.7% | 2.25% | $6.0M | $45.79 |
| 2025 Q2 | ADDED | 86,623 | +29,134 | +50.7% | 1.95% | $3.9M | $43.72 |
| 2025 Q1 | ADDED | 57,489 | +16,615 | +40.6% | 1.48% | $2.5M | $42.40 |
| 2024 Q4 | ADDED | 40,874 | +33,586 | +460.8% | 1.13% | $1.7M | $40.53 |
| 2024 Q3 | INITIATED | 7,288 | — | — | 0.26% | $298K | $40.81 |
As of 2025 Q4 — sorted by position size