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Global X Fds adaptive us shares owned by Able Wealth Management

Quarter-by-quarter ownership of Global X Fds adaptive us (AUSF) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Global X Fds adaptive us

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds adaptive us held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds adaptive us by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 32k 42.70
2024-06-30 $1.1M 27k 39.68
2024-03-31 $298k 7.3k 40.87

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding Global X Fds adaptive us

Wealth Enhancement Advisory Services
Tidemark
Private Advisor
LPL Financial
Concurrent Investment Advisors
Commonwealth Equity Services
Equitable Holdings
Able Wealth Management
Fulcrum Equity Management
Merriman Wealth Management
Susquehanna International
Cetera Investment Advisers
Muirfield Wealth Advisors
Raymond James Financial Services Advisors
Sollinda Capital Management

View all funds holding Global X Fds adaptive us