NC
GDMA icon

NewSquare Capital’s Gadsden Dynamic Multi-Asset ETF GDMA Stock Holding History

NewSquare Capital’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
Q1 		– Sell
-3,102
Closed -$93.4K – 478
2023
Q4 		$93.4K Buy
+3,102
New +$94.9K 0.01% 167

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
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewSquare Capital's GDMA Position: Q1 2024 in Review

NewSquare Capital sold out of Gadsden Dynamic Multi-Asset ETF (GDMA) in Q1 2024, closing a stake of 3,102 shares — an estimated $93.4K sold.

NewSquare Capital first reported a position in GDMA in Q4 2023 and held it in 1 quarter. The position peaked at $93.4K in Q4 2023. 9 funds tracked by Wall St. Rank hold GDMA as of Q1 2024.

  • NewSquare Capital reported no remaining Gadsden Dynamic Multi-Asset ETF position as of Q1 2024 after selling out during the quarter.
  • NewSquare Capital sold 3,102 Gadsden Dynamic Multi-Asset ETF shares in Q1 2024, an estimated $93.4K.
  • NewSquare Capital first reported a position in Gadsden Dynamic Multi-Asset ETF in Q4 2023 and held it in 1 quarter.
  • NewSquare Capital's Gadsden Dynamic Multi-Asset ETF position peaked at $93.4K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.