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Calton & Associates’s Gadsden Dynamic Multi-Asset ETF GDMA Stock Holding History

Calton & Associates’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
Q2 		– Sell
-13,284
Closed -$415K – 196
2024
Q1 		$415K Buy
13,284
+529
+4% +$16K 0.2% 113
2023
Q4 		$384K Buy
+12,755
New +$390K 0.15% 132
2023
Q2 		– Sell
-9,944
Closed -$293K – 225
2023
Q1 		$293K Sell
9,944
-157,179
-94% -$4.64M 0.14% 152
2022
Q4 		$5.15M Sell
167,123
-4,450
-3% -$140K 1.99% 6
2022
Q3 		$5.56M Buy
+171,573
New +$5.4M 3.19% 3

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Calton & Associates's GDMA Position: Q2 2024 in Review

Calton & Associates sold out of Gadsden Dynamic Multi-Asset ETF (GDMA) in Q2 2024, closing a stake of 13,284 shares — an estimated $415K sold.

Calton & Associates first reported a position in GDMA in Q3 2022 and held it in 5 quarters. The position peaked at $5.56M in Q3 2022. 11 funds tracked by Wall St. Rank hold GDMA as of Q2 2024.

  • Calton & Associates reported no remaining Gadsden Dynamic Multi-Asset ETF position as of Q2 2024 after selling out during the quarter.
  • Calton & Associates sold 13,284 Gadsden Dynamic Multi-Asset ETF shares in Q2 2024, an estimated $415K.
  • Calton & Associates first reported a position in Gadsden Dynamic Multi-Asset ETF in Q3 2022 and held it in 5 quarters.
  • Calton & Associates's Gadsden Dynamic Multi-Asset ETF position peaked at $5.56M in Q3 2022.
  • 11 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q2 2024.

Based on Calton & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.