Brookstone Capital Management’s Brookstone Opportunities ETF BAMO Stock Holding History

Brookstone Capital Management’s Portfolio BAMO Stock Details BAMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.9M	Buy	1,318,635 +112,378	+9%	+$3.66M	0.48%	43
2025 Q4	$39.3M	Sell	1,206,257 -43,830	-4%	-$1.42M	0.45%	41
2025 Q3	$40.1M	Buy	1,250,087 +30,195	+2%	+$954K	0.48%	42
2025 Q2	$38.1M	Buy	1,219,892 +29,772	+3%	+$888K	0.5%	41
2025 Q1	$35M	Buy	1,190,120 +16,240	+1%	+$494K	0.5%	43
2024 Q4	$35.6M	Buy	1,173,880 +38,023	+3%	+$1.16M	0.52%	42
2024 Q3	$34M	Sell	1,135,857 -10,629	-0.9%	-$311K	0.5%	42
2024 Q2	$33.8M	Sell	1,146,486 -5,769	-0.5%	-$163K	0.56%	35
2024 Q1	$32.7M	Buy	1,152,255 +100,472	+10%	+$2.78M	0.58%	37
2023 Q4	$28.3M	Buy	+1,051,783	New	+$27.2M	0.55%	48

Other funds holding BAMO

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return