BCM
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Brookstone Capital Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Brookstone Capital Management’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Buy
6,613
+196
+3% +$53K 0.02% 510
2026
Q1 		$1.63M Buy
6,417
+740
+13% +$203K 0.02% 509
2025
Q4 		$1.37M Buy
5,677
+2,555
+82% +$607K 0.02% 546
2025
Q3 		$734K Buy
3,122
+917
+42% +$200K 0.01% 704
2025
Q2 		$465K Sell
2,205
-633
-22% -$115K 0.01% 758
2025
Q1 		$456K Buy
2,838
+246
+9% +$41.4K 0.01% 737
2024
Q4 		$430K Sell
2,592
-49
-2% -$8.09K 0.01% 734
2024
Q3 		$416K Sell
2,641
-147
-5% -$21.9K 0.01% 738
2024
Q2 		$411K Buy
2,788
+1,293
+86% +$180K 0.01% 705
2024
Q1 		$210K Sell
1,495
-24
-2% -$3.22K ﹤0.01% 872
2023
Q4 		$206K Buy
+1,519
New +$187K ﹤0.01% 825
2022
Q2 		– Sell
-7,054
Closed -$856K – 843
2022
Q1 		$856K Buy
+7,054
New +$828K 0.02% 448
2020
Q2 		– Sell
-29,540
Closed -$2.25M – 413
2020
Q1 		$2.25M Sell
29,540
-6,007
-17% -$617K 0.13% 105
2019
Q4 		$3.88M Sell
35,547
-5,324
-13% -$575K 0.2% 80
2019
Q3 		$4.37M Sell
40,871
-3,919
-9% -$416K 0.24% 67
2019
Q2 		$4.66M Buy
+44,790
New +$4.37M 0.27% 65
2015
Q4 		– Sell
-242
Closed -$12K – 891
2015
Q3 		$12K Sell
242
-293,084
-100% -$16M ﹤0.01% 1032
2015
Q2 		$16.8M Buy
293,326
+17,944
+7% +$1.05M 2.11% 11
2015
Q1 		$16.2M Buy
+275,382
New +$15.6M 2.46% 11

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EA
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TFA
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AAG
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CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HPC
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return