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AE Wealth Management’s Brookstone Dividend Stock ETF BAMD Stock Holding History

AE Wealth Management’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46K Sell
47
-97
-67% -$3.05K ﹤0.01% 2494
2025
Q4 		$4.32K Buy
+144
New +$4.37K ﹤0.01% 2253

Other funds holding BAMD

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
CB
Chris Bulman Roseville, California $228M AUM 16.59% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

AE Wealth Management reduced its Brookstone Dividend Stock ETF (BAMD) stake by 67% in Q1 2026, selling an estimated $3.05K and leaving 47 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

AE Wealth Management first reported a position in BAMD in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.32K in Q4 2025. 14 funds tracked by Wall St. Rank hold BAMD as of Q1 2026.

  • AE Wealth Management held 47 shares of Brookstone Dividend Stock ETF worth $1.46K as of Q1 2026.
  • AE Wealth Management sold 97 Brookstone Dividend Stock ETF shares in Q1 2026, an estimated $3.05K.
  • Brookstone Dividend Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2494 holding.
  • AE Wealth Management first reported a position in Brookstone Dividend Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Brookstone Dividend Stock ETF position peaked at $4.32K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q1 2026.

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