Carson Wealth (CWM LLC)’s Brookstone Yield ETF BAMY Stock Holding History

Carson Wealth (CWM LLC)’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
2024 Q3	–	Sell	-69	Closed	-$2K	–	4826
2024 Q2	$2K	Buy	+69	New	+$1.84K	﹤0.01%	4162

Other funds holding BAMY

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BAMY Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Brookstone Yield ETF (BAMY) in Q3 2024, closing a stake of 69 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in BAMY in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 7 funds tracked by Wall St. Rank hold BAMY as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Brookstone Yield ETF position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 69 Brookstone Yield ETF shares in Q3 2024, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Brookstone Yield ETF in Q2 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Brookstone Yield ETF position peaked at $2K in Q2 2024.
7 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.