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

Partners Wealth 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
2025
Q4 		– Sell
-5,779
Closed -$223K – 112
2025
Q3 		$223K Buy
+5,779
New +$209K 0.22% 108

Other funds holding GDMA

AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Partners Wealth Management's GDMA Position: Q4 2025 in Review

Partners Wealth Management sold out of Gadsden Dynamic Multi-Asset ETF (GDMA) in Q4 2025, closing a stake of 5,779 shares — an estimated $223K sold.

Partners Wealth Management first reported a position in GDMA in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 10 funds tracked by Wall St. Rank hold GDMA as of Q4 2025.

  • Partners Wealth Management reported no remaining Gadsden Dynamic Multi-Asset ETF position as of Q4 2025 after selling out during the quarter.
  • Partners Wealth Management sold 5,779 Gadsden Dynamic Multi-Asset ETF shares in Q4 2025, an estimated $223K.
  • Partners Wealth Management first reported a position in Gadsden Dynamic Multi-Asset ETF in Q3 2025 and held it in 1 quarter.
  • Partners Wealth Management's Gadsden Dynamic Multi-Asset ETF position peaked at $223K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q4 2025.

Based on Partners Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.