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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
Q2 		$467 Hold
17
– – ﹤0.01% 2618
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 Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AE Wealth Management held its Brookstone Yield ETF (BAMY) position steady in Q2 2026 at 17 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

AE Wealth Management first reported a position in BAMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.28K in Q4 2025. 10 funds tracked by Wall St. Rank hold BAMY as of Q2 2026.

  • AE Wealth Management held 17 shares of Brookstone Yield ETF worth $467 as of Q2 2026.
  • AE Wealth Management left its Brookstone Yield ETF share count unchanged in Q2 2026.
  • Brookstone Yield ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2618 holding.
  • AE Wealth Management first reported a position in Brookstone Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's Brookstone Yield ETF position peaked at $3.28K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q2 2026.

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