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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
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 $6.13B 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
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

AE Wealth Management reduced its Brookstone Value Stock ETF (BAMV) stake by 66% in Q1 2026, selling an estimated $2.91K and leaving 46 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

AE Wealth Management first reported a position in BAMV in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.34K in Q4 2025. 15 funds tracked by Wall St. Rank hold BAMV as of Q1 2026.

  • AE Wealth Management held 46 shares of Brookstone Value Stock ETF worth $1.5K as of Q1 2026.
  • AE Wealth Management sold 88 Brookstone Value Stock ETF shares in Q1 2026, an estimated $2.91K.
  • Brookstone Value Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2491 holding.
  • AE Wealth Management first reported a position in Brookstone Value Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Brookstone Value Stock ETF position peaked at $4.34K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q1 2026.

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