AUSF β€” GLOBAL X FDS GLOBAL X ADAPTIVE US FACTOR ETF

Ownership history in Able Wealth Management LLC  Β·  6 quarters on record

AI Ownership Summary

Able Wealth Management LLC reported GLOBAL X FDS GLOBAL X ADAPTIVE US FACTOR ETF (AUSF) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.25% in 2025 Q3. The latest visible filing shows AUSF at 2.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AUSF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Able Wealth Management LLC's position in GLOBAL X FDS GLOBAL X ADAPTIVE US FACTOR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AUSF was reported at 2.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.25% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Able Wealth Management LLC held AUSF β€” position size vs. price
% of Fund (quarterly)    AUSF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 149,578 +20,772 +16.1% 2.19% $6.9M 2026-02-14 (Est.) $49.90
2025 Q3 ADDED 128,806 +42,183 +48.7% 2.25% $6.0M 2025-10-14 $45.20
2025 Q2 ADDED 86,623 +29,134 +50.7% 1.95% $3.9M 2025-08-06 $43.59
2025 Q1 ADDED 57,489 +16,615 +40.6% 1.48% $2.5M 2025-04-28 $40.92
2024 Q4 ADDED 40,874 +33,586 +460.8% 1.13% $1.7M 2025-02-03 $41.88
2024 Q3 INITIATED 7,288 β€” β€” 0.26% $298K 2024-11-01 $40.75

FAQ About Able Wealth Management LLC and AUSF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Able Wealth Management LLC reported owning AUSF?

Able Wealth Management LLC reported AUSF across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AUSF position in Able Wealth Management LLC's portfolio?

The largest reported portfolio weight for AUSF was 2.25% in 2025 Q3.

What is the latest reported AUSF position on this page?

The most recent filing on this page is 2025 Q4, when Able Wealth Management LLC reported 149,578 shares, equal to 2.19% of portfolio, with an estimated market value of $6.9M.

What does the chart on this AUSF ownership page compare?

The chart compares Able Wealth Management LLC's quarterly AUSF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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