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AE Wealth Management’s Brookstone Yield ETF BAMY Stock Holding History

AE Wealth Management’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$465 Sell
17
-101
-86% -$2.8K ﹤0.01% 2545
2025
Q4 		$3.28K Buy
+118
New +$3.29K ﹤0.01% 2284

Other funds holding BAMY

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
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

AE Wealth Management reduced its Brookstone Yield ETF (BAMY) stake by 86% in Q1 2026, selling an estimated $2.8K and leaving 17 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

AE Wealth Management first reported a position in BAMY in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.28K in Q4 2025. 9 funds tracked by Wall St. Rank hold BAMY as of Q1 2026.

  • AE Wealth Management held 17 shares of Brookstone Yield ETF worth $465 as of Q1 2026.
  • AE Wealth Management sold 101 Brookstone Yield ETF shares in Q1 2026, an estimated $2.8K.
  • Brookstone Yield ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2545 holding.
  • AE Wealth Management first reported a position in Brookstone Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Brookstone Yield ETF position peaked at $3.28K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q1 2026.

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