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GVLU icon

NewEdge Advisors’s Gotham 1000 Value ETF GVLU Stock Holding History

NewEdge Advisors’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,813
Closed -$219K – 3955
2024
Q3 		$219K Sell
8,813
-500
-5% -$11.9K ﹤0.01% 1964
2024
Q2 		$213K Buy
9,313
+408
+5% +$9.43K ﹤0.01% 1888
2024
Q1 		$212K Buy
+8,905
New +$198K ﹤0.01% 1816

Other funds holding GVLU

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

NewEdge Advisors's GVLU Position: Q4 2024 in Review

NewEdge Advisors sold out of Gotham 1000 Value ETF (GVLU) in Q4 2024, closing a stake of 8,813 shares — an estimated $219K sold.

NewEdge Advisors first reported a position in GVLU in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q3 2024. 13 funds tracked by Wall St. Rank hold GVLU as of Q4 2024.

  • NewEdge Advisors reported no remaining Gotham 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 8,813 Gotham 1000 Value ETF shares in Q4 2024, an estimated $219K.
  • NewEdge Advisors first reported a position in Gotham 1000 Value ETF in Q1 2024 and held it in 3 quarters.
  • NewEdge Advisors's Gotham 1000 Value ETF position peaked at $219K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.