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 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

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return