Bogart Wealth LLC Raises Stake in Global X Adaptive U.S. Factor ETF $AUSF

Bogart Wealth LLC lifted its stake in Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF) by 1.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 967,641 shares of the company’s stock after purchasing an additional 10,317 shares during the period. Global X Adaptive U.S. Factor ETF comprises about 1.8% of Bogart Wealth LLC’s investment portfolio, making the stock its 15th largest position. Bogart Wealth LLC owned 0.05% of Global X Adaptive U.S. Factor ETF worth $46,785,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Creative Planning lifted its holdings in Global X Adaptive U.S. Factor ETF by 3.9% during the 3rd quarter. Creative Planning now owns 7,749 shares of the company’s stock valued at $360,000 after buying an additional 288 shares in the last quarter. Advisory Services Network LLC grew its stake in Global X Adaptive U.S. Factor ETF by 12.1% in the 4th quarter. Advisory Services Network LLC now owns 4,659 shares of the company’s stock worth $216,000 after acquiring an additional 504 shares in the last quarter. Janney Montgomery Scott LLC increased its position in shares of Global X Adaptive U.S. Factor ETF by 1.5% during the fourth quarter. Janney Montgomery Scott LLC now owns 41,837 shares of the company’s stock worth $1,940,000 after acquiring an additional 612 shares during the period. Laurel Wealth Advisors LLC purchased a new position in shares of Global X Adaptive U.S. Factor ETF during the fourth quarter worth approximately $36,000. Finally, Nova Wealth Management Inc. raised its stake in shares of Global X Adaptive U.S. Factor ETF by 11.3% during the fourth quarter. Nova Wealth Management Inc. now owns 13,767 shares of the company’s stock valued at $638,000 after acquiring an additional 1,395 shares in the last quarter.

Global X Adaptive U.S. Factor ETF Stock Performance

Shares of NYSEARCA AUSF opened at $49.90 on Monday. The firm has a market capitalization of $863.77 million, a price-to-earnings ratio of 13.73 and a beta of 0.66. The stock has a 50 day moving average price of $49.04 and a 200 day moving average price of $48.67. Global X Adaptive U.S. Factor ETF has a 52-week low of $43.78 and a 52-week high of $50.44.

Global X Adaptive U.S. Factor ETF Profile

The Global X Adaptive U.S. Factor ETF (AUSF) is an exchange-traded fund that mostly invests in total market equity. The fund tracks an index of US large- and mid-cap stocks with exposure to value, momentum, and\u002For low volatility factors. Factor exposure is determined by the recent performance of each factor. AUSF was launched on Aug 24, 2018 and is managed by Global X.