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Ethos Financial Group’s Gadsden Dynamic Multi-Asset ETF GDMA Stock Holding History

Ethos Financial Group’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
2026
Q2 		$922K Hold
21,764
– – 0.06% 241
2026
Q1 		$886K Sell
21,764
-76,935
-78% -$3.18M 0.06% 220
2025
Q4 		$3.8M Buy
+98,699
New +$3.84M 0.28% 88
2024
Q1 		– Sell
-11,378
Closed -$357K – 292
2023
Q4 		$357K Sell
11,378
-122,845
-92% -$3.76M 0.08% 169
2023
Q3 		$4.11M Buy
+134,223
New +$4M 1.06% 34

Other funds holding GDMA

AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Ethos Financial Group's GDMA Position: Q2 2026 in Review

Ethos Financial Group held its Gadsden Dynamic Multi-Asset ETF (GDMA) position steady in Q2 2026 at 21,764 shares worth $922K. The position accounts for 0.06% of the portfolio, ranked #241.

Ethos Financial Group first reported a position in GDMA in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.11M in Q3 2023. 10 funds tracked by Wall St. Rank hold GDMA as of Q2 2026.

  • Ethos Financial Group held 21,764 shares of Gadsden Dynamic Multi-Asset ETF worth $922K as of Q2 2026.
  • Ethos Financial Group left its Gadsden Dynamic Multi-Asset ETF share count unchanged in Q2 2026.
  • Gadsden Dynamic Multi-Asset ETF made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #241 holding.
  • Ethos Financial Group first reported a position in Gadsden Dynamic Multi-Asset ETF in Q3 2023 and has held it in 5 quarters since.
  • Ethos Financial Group's Gadsden Dynamic Multi-Asset ETF position peaked at $4.11M in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.