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AE Wealth Management’s Brookstone Active ETF BAMA Stock Holding History

AE Wealth Management’s Portfolio BAMA Stock Details BAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64K Buy
1,748
+1,733
+11,553% +$62K ﹤0.01% 2038
2026
Q1 		$496 Sell
15
-458
-97% -$15.6K ﹤0.01% 2543
2025
Q4 		$16K Buy
+473
New +$16K ﹤0.01% 2070

Other funds holding BAMA

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's BAMA Position: Q2 2026 in Review

AE Wealth Management increased its Brookstone Active ETF (BAMA) stake by 11,553% in Q2 2026, buying an estimated $62K and bringing the position to 1,748 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

AE Wealth Management first reported a position in BAMA in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold BAMA as of Q2 2026.

  • AE Wealth Management held 1,748 shares of Brookstone Active ETF worth $64K as of Q2 2026.
  • AE Wealth Management bought 1,733 Brookstone Active ETF shares in Q2 2026, an estimated $62K.
  • Brookstone Active ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2038 holding.
  • AE Wealth Management first reported a position in Brookstone Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.