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Camelot Portfolios’s Brookstone Yield ETF BAMY Stock Holding History

Camelot Portfolios’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-163
Closed -$4.53K – 227
2025
Q4 		$4.53K Buy
+163
New +$4.55K ﹤0.01% 486
2024
Q3 		– Sell
-163
Closed -$4.32K – 176
2024
Q2 		$4.32K Buy
+163
New +$4.33K ﹤0.01% 485

Other funds holding BAMY

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
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Camelot Portfolios's BAMY Position: Q1 2026 in Review

Camelot Portfolios sold out of Brookstone Yield ETF (BAMY) in Q1 2026, closing a stake of 163 shares — an estimated $4.53K sold.

Camelot Portfolios first reported a position in BAMY in Q2 2024 and held it in 2 quarters. The position peaked at $4.53K in Q4 2025. 9 funds tracked by Wall St. Rank hold BAMY as of Q1 2026.

  • Camelot Portfolios reported no remaining Brookstone Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 163 Brookstone Yield ETF shares in Q1 2026, an estimated $4.53K.
  • Camelot Portfolios first reported a position in Brookstone Yield ETF in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Brookstone Yield ETF position peaked at $4.53K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q1 2026.

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