Atria Investments’s Gadsden Dynamic Multi-Asset ETF GDMA Stock Holding History

Atria Investments’s Portfolio GDMA Stock Details GDMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-130,273	Closed	-$3.84M	–	858
2023 Q2	$3.84M	Sell	130,273 -50,109	-28%	-$1.48M	0.07%	341
2023 Q1	$5.31M	Buy	180,382 +16,429	+10%	+$485K	0.1%	248
2022 Q4	$5.05M	Buy	163,953 +10,227	+7%	+$323K	0.1%	254
2022 Q3	$4.98M	Buy	153,726 +82,384	+115%	+$2.59M	0.11%	235
2022 Q2	$2.29M	Buy	71,342 +8,922	+14%	+$292K	0.05%	452
2022 Q1	$2.05M	Buy	+62,420	New	+$2M	0.04%	563

Other funds holding GDMA

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's GDMA Position: Q3 2023 in Review

Atria Investments sold out of Gadsden Dynamic Multi-Asset ETF (GDMA) in Q3 2023, closing a stake of 130,273 shares — an estimated $3.84M sold.

Atria Investments first reported a position in GDMA in Q1 2022 and held it in 6 quarters. The position peaked at $5.31M in Q1 2023. 9 funds tracked by Wall St. Rank hold GDMA as of Q3 2023.

Atria Investments reported no remaining Gadsden Dynamic Multi-Asset ETF position as of Q3 2023 after selling out during the quarter.
Atria Investments sold 130,273 Gadsden Dynamic Multi-Asset ETF shares in Q3 2023, an estimated $3.84M.
Atria Investments first reported a position in Gadsden Dynamic Multi-Asset ETF in Q1 2022 and held it in 6 quarters.
Atria Investments's Gadsden Dynamic Multi-Asset ETF position peaked at $5.31M in Q1 2023.
9 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q3 2023.

Based on Atria Investments's 13F filing for Q3 2023, filed 7 Nov 2023.