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AE Wealth Management’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

AE Wealth Management’s Portfolio BAMB Stock Details BAMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-309
Closed -$8.15K – 2597
2025
Q4 		$8.15K Buy
+309
New +$8.23K ﹤0.01% 2167

Other funds holding BAMB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's BAMB Position: Q1 2026 in Review

AE Wealth Management sold out of Brookstone Intermediate Bond ETF (BAMB) in Q1 2026, closing a stake of 309 shares — an estimated $8.15K sold.

AE Wealth Management first reported a position in BAMB in Q4 2025 and held it in 1 quarter. The position peaked at $8.15K in Q4 2025. 7 funds tracked by Wall St. Rank hold BAMB as of Q1 2026.

  • AE Wealth Management reported no remaining Brookstone Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 309 Brookstone Intermediate Bond ETF shares in Q1 2026, an estimated $8.15K.
  • AE Wealth Management first reported a position in Brookstone Intermediate Bond ETF in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Brookstone Intermediate Bond ETF position peaked at $8.15K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.