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Camelot Portfolios’s Brookstone Active ETF BAMA Stock Holding History

Camelot Portfolios’s Portfolio BAMA Stock Details BAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-159
Closed -$5.39K – 220
2025
Q4 		$5.39K Buy
+159
New +$5.38K ﹤0.01% 473
2024
Q3 		– Sell
-159
Closed -$4.66K – 169
2024
Q2 		$4.66K Buy
+159
New +$4.54K ﹤0.01% 477

Other funds holding BAMA

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Camelot Portfolios's BAMA Position: Q1 2026 in Review

Camelot Portfolios sold out of Brookstone Active ETF (BAMA) in Q1 2026, closing a stake of 159 shares — an estimated $5.39K sold.

Camelot Portfolios first reported a position in BAMA in Q2 2024 and held it in 2 quarters. The position peaked at $5.39K in Q4 2025. 10 funds tracked by Wall St. Rank hold BAMA as of Q1 2026.

  • Camelot Portfolios reported no remaining Brookstone Active ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 159 Brookstone Active ETF shares in Q1 2026, an estimated $5.39K.
  • Camelot Portfolios first reported a position in Brookstone Active ETF in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Brookstone Active ETF position peaked at $5.39K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.