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

Belpointe Asset 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
2023
Q2 		– Sell
-678
Closed -$19.9K – 1622
2023
Q1 		$19.9K Hold
678
– – ﹤0.01% 2314
2022
Q4 		$20.9K Buy
+678
New +$21.4K ﹤0.01% 2154

Other funds holding GDMA

AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Belpointe Asset Management's GDMA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Gadsden Dynamic Multi-Asset ETF (GDMA) in Q2 2023, closing a stake of 678 shares — an estimated $19.9K sold.

Belpointe Asset Management first reported a position in GDMA in Q4 2022 and held it in 2 quarters. The position peaked at $20.9K in Q4 2022. 13 funds tracked by Wall St. Rank hold GDMA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Gadsden Dynamic Multi-Asset ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 678 Gadsden Dynamic Multi-Asset ETF shares in Q2 2023, an estimated $19.9K.
  • Belpointe Asset Management first reported a position in Gadsden Dynamic Multi-Asset ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Gadsden Dynamic Multi-Asset ETF position peaked at $20.9K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.