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Camelot Portfolios’s Brookstone Value Stock ETF BAMV Stock Holding History

Camelot Portfolios’s Portfolio BAMV Stock Details BAMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-98
Closed -$3.18K – 225
2025
Q4 		$3.18K Buy
+98
New +$3.17K ﹤0.01% 511
2024
Q3 		– Sell
-98
Closed -$2.85K – 174
2024
Q2 		$2.85K Buy
+98
New +$2.88K ﹤0.01% 509

Other funds holding BAMV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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 $1.76B AUM 20.49% 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
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Camelot Portfolios's BAMV Position: Q1 2026 in Review

Camelot Portfolios sold out of Brookstone Value Stock ETF (BAMV) in Q1 2026, closing a stake of 98 shares — an estimated $3.18K sold.

Camelot Portfolios first reported a position in BAMV in Q2 2024 and held it in 2 quarters. The position peaked at $3.18K in Q4 2025. 15 funds tracked by Wall St. Rank hold BAMV as of Q1 2026.

  • Camelot Portfolios reported no remaining Brookstone Value Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 98 Brookstone Value Stock ETF shares in Q1 2026, an estimated $3.18K.
  • Camelot Portfolios first reported a position in Brookstone Value Stock ETF in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Brookstone Value Stock ETF position peaked at $3.18K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q1 2026.

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