Chris Bulman’s Brookstone Opportunities ETF BAMO Stock Holding History

Chris Bulman’s Portfolio BAMO Stock Details BAMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Sell	7,497 -158	-2%	-$5.33K	0.09%	141
2026 Q1	$243K	Sell	7,655 -209	-3%	-$6.81K	0.11%	125
2025 Q4	$256K	Buy	7,864 +563	+8%	+$18.2K	0.11%	119
2025 Q3	$234K	Sell	7,301 -1,278	-15%	-$40.4K	0.12%	117
2025 Q2	$268K	Sell	8,579 -252	-3%	-$7.52K	0.15%	95
2025 Q1	$260K	Buy	8,831 +202	+2%	+$6.14K	0.16%	100
2024 Q4	$262K	Sell	8,629 -76	-0.9%	-$2.32K	0.17%	105
2024 Q3	$261K	Sell	8,705 -667	-7%	-$19.5K	0.18%	91
2024 Q2	$272K	Buy	+9,372	New	+$265K	0.19%	78

Other funds holding BAMO

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OAG

Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

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

Chris Bulman's BAMO Position: Q2 2026 in Review

Chris Bulman reduced its Brookstone Opportunities ETF (BAMO) stake by 2.1% in Q2 2026, selling an estimated $5.33K and leaving 7,497 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #141.

Chris Bulman first reported a position in BAMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $272K in Q2 2024. 9 funds tracked by Wall St. Rank hold BAMO as of Q2 2026.

Chris Bulman held 7,497 shares of Brookstone Opportunities ETF worth $259K as of Q2 2026.
Chris Bulman sold 158 Brookstone Opportunities ETF shares in Q2 2026, an estimated $5.33K.
Brookstone Opportunities ETF made up 0.09% of Chris Bulman's portfolio in Q2 2026, its #141 holding.
Chris Bulman first reported a position in Brookstone Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's Brookstone Opportunities ETF position peaked at $272K in Q2 2024.
9 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.