AWM
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AE Wealth Management’s Brookstone Value Stock ETF BAMV Stock Holding History

AE Wealth Management’s Portfolio BAMV Stock Details BAMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.1K Buy
1,311
+1,265
+2,750% +$43.8K ﹤0.01% 2114
2026
Q1 		$1.5K Sell
46
-88
-66% -$2.91K ﹤0.01% 2491
2025
Q4 		$4.34K Buy
+134
New +$4.33K ﹤0.01% 2251

Other funds holding BAMV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AE Wealth Management increased its Brookstone Value Stock ETF (BAMV) stake by 2,750% in Q2 2026, buying an estimated $43.8K and bringing the position to 1,311 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

AE Wealth Management first reported a position in BAMV in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold BAMV as of Q2 2026.

  • AE Wealth Management held 1,311 shares of Brookstone Value Stock ETF worth $46.1K as of Q2 2026.
  • AE Wealth Management bought 1,265 Brookstone Value Stock ETF shares in Q2 2026, an estimated $43.8K.
  • Brookstone Value Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2114 holding.
  • AE Wealth Management first reported a position in Brookstone Value Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q2 2026.

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