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Axxcess Wealth Management’s Gadsden Dynamic Multi-Asset ETF GDMA Stock Holding History

Axxcess Wealth Management’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
2024
Q3 		– Sell
-12,398
Closed -$388K – 911
2024
Q2 		$388K Buy
12,398
+769
+7% +$23.8K 0.01% 581
2024
Q1 		$363K Sell
11,629
-4,618
-28% -$140K 0.01% 618
2023
Q4 		$489K Buy
16,247
+2,391
+17% +$73.2K 0.01% 519
2023
Q3 		$419K Sell
13,856
-4,309
-24% -$128K 0.01% 519
2023
Q2 		$535K Sell
18,165
-4,076
-18% -$120K 0.04% 341
2023
Q1 		$654K Sell
22,241
-5,740
-21% -$169K 0.05% 313
2022
Q4 		$862K Buy
+27,981
New +$882K 0.07% 251

Other funds holding GDMA

AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Axxcess Wealth Management's GDMA Position: Q3 2024 in Review

Axxcess Wealth Management sold out of Gadsden Dynamic Multi-Asset ETF (GDMA) in Q3 2024, closing a stake of 12,398 shares — an estimated $388K sold.

Axxcess Wealth Management first reported a position in GDMA in Q4 2022 and held it in 7 quarters. The position peaked at $862K in Q4 2022. 7 funds tracked by Wall St. Rank hold GDMA as of Q3 2024.

  • Axxcess Wealth Management reported no remaining Gadsden Dynamic Multi-Asset ETF position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,398 Gadsden Dynamic Multi-Asset ETF shares in Q3 2024, an estimated $388K.
  • Axxcess Wealth Management first reported a position in Gadsden Dynamic Multi-Asset ETF in Q4 2022 and held it in 7 quarters.
  • Axxcess Wealth Management's Gadsden Dynamic Multi-Asset ETF position peaked at $862K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.