BIG
FMKT

Brookwood Investment Group’s The Free Markets ETF FMKT Stock Holding History

Brookwood Investment Group’s Portfolio FMKT Stock Details FMKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23,427
Closed -$483K – 612
2026
Q1 		$483K Buy
23,427
+1,548
+7% +$33.7K 0.06% 291
2025
Q4 		$472K Buy
21,879
+1,337
+7% +$30.5K 0.06% 301
2025
Q3 		$481K Buy
+20,542
New +$451K 0.06% 273

Other funds holding FMKT

AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brookwood Investment Group's FMKT Position: Q2 2026 in Review

Brookwood Investment Group sold out of The Free Markets ETF (FMKT) in Q2 2026, closing a stake of 23,427 shares — an estimated $483K sold.

Brookwood Investment Group first reported a position in FMKT in Q3 2025 and held it in 3 quarters. The position peaked at $483K in Q1 2026. 11 funds tracked by Wall St. Rank hold FMKT as of Q2 2026.

  • Brookwood Investment Group reported no remaining The Free Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 23,427 The Free Markets ETF shares in Q2 2026, an estimated $483K.
  • Brookwood Investment Group first reported a position in The Free Markets ETF in Q3 2025 and held it in 3 quarters.
  • Brookwood Investment Group's The Free Markets ETF position peaked at $483K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held The Free Markets ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.