AWM
BAMG icon

AE Wealth Management’s Brookstone Growth Stock ETF BAMG Stock Holding History

AE Wealth Management’s Portfolio BAMG Stock Details BAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68K Sell
46
-73
-61% -$2.84K ﹤0.01% 2485
2025
Q4 		$4.78K Buy
+119
New +$4.69K ﹤0.01% 2237

Other funds holding BAMG

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
IPW
Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return

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

AE Wealth Management reduced its Brookstone Growth Stock ETF (BAMG) stake by 61% in Q1 2026, selling an estimated $2.84K and leaving 46 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

AE Wealth Management first reported a position in BAMG in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.78K in Q4 2025. 16 funds tracked by Wall St. Rank hold BAMG as of Q1 2026.

  • AE Wealth Management held 46 shares of Brookstone Growth Stock ETF worth $1.68K as of Q1 2026.
  • AE Wealth Management sold 73 Brookstone Growth Stock ETF shares in Q1 2026, an estimated $2.84K.
  • Brookstone Growth Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2485 holding.
  • AE Wealth Management first reported a position in Brookstone Growth Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Brookstone Growth Stock ETF position peaked at $4.78K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q1 2026.

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