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Camelot Portfolios’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Camelot Portfolios’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-102
Closed -$3.06K – 222
2025
Q4 		$3.06K Buy
+102
New +$3.1K ﹤0.01% 512
2024
Q3 		– Sell
-102
Closed -$2.96K – 171
2024
Q2 		$2.96K Buy
+102
New +$2.93K ﹤0.01% 507

Other funds holding BAMD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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 $893B AUM 36.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Camelot Portfolios's BAMD Position: Q1 2026 in Review

Camelot Portfolios sold out of Brookstone Dividend Stock ETF (BAMD) in Q1 2026, closing a stake of 102 shares — an estimated $3.06K sold.

Camelot Portfolios first reported a position in BAMD in Q2 2024 and held it in 2 quarters. The position peaked at $3.06K in Q4 2025. 14 funds tracked by Wall St. Rank hold BAMD as of Q1 2026.

  • Camelot Portfolios reported no remaining Brookstone Dividend Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 102 Brookstone Dividend Stock ETF shares in Q1 2026, an estimated $3.06K.
  • Camelot Portfolios first reported a position in Brookstone Dividend Stock ETF in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Brookstone Dividend Stock ETF position peaked at $3.06K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q1 2026.

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