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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
Q2 		$18K Buy
552
+505
+1,074% +$16.3K ﹤0.01% 2277
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
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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

AE Wealth Management increased its Brookstone Dividend Stock ETF (BAMD) stake by 1,074% in Q2 2026, buying an estimated $16.3K and bringing the position to 552 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

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

  • AE Wealth Management held 552 shares of Brookstone Dividend Stock ETF worth $18K as of Q2 2026.
  • AE Wealth Management bought 505 Brookstone Dividend Stock ETF shares in Q2 2026, an estimated $16.3K.
  • Brookstone Dividend Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2277 holding.
  • AE Wealth Management first reported a position in Brookstone Dividend Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q2 2026.

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