Chris Bulman’s Brookstone Value Stock ETF BAMV Stock Holding History

Chris Bulman’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 Q3	$705K	Sell	19,457 -1,206	-6%	-$44.7K	0.25%	73
2026 Q2	$727K	Sell	20,663 -383	-2%	-$13.3K	0.27%	66
2026 Q1	$684K	Sell	21,046 -473	-2%	-$15.6K	0.3%	62
2025 Q4	$697K	Buy	21,519 +1,375	+7%	+$44.4K	0.31%	63
2025 Q3	$644K	Sell	20,144 -2,821	-12%	-$90.3K	0.32%	57
2025 Q2	$730K	Sell	22,965 -620	-3%	-$18.9K	0.42%	53
2025 Q1	$736K	Buy	23,585 +710	+3%	+$22.3K	0.46%	54
2024 Q4	$698K	Sell	22,875 -2	-0%	-$64	0.45%	51
2024 Q3	$722K	Sell	22,877 -1,546	-6%	-$46.8K	0.49%	48
2024 Q2	$710K	Buy	+24,423	New	+$718K	0.49%	45

Other funds holding BAMV

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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Chris Bulman's BAMV Position: Q3 2026 in Review

Chris Bulman reduced its Brookstone Value Stock ETF (BAMV) stake by 5.8% in Q3 2026, selling an estimated $44.7K and leaving 19,457 shares worth $705K. The position accounts for 0.25% of the portfolio, ranked #73.

Chris Bulman first reported a position in BAMV in Q2 2024 and has held it in 10 quarters since. The position peaked at $736K in Q1 2025. 4 funds tracked by Wall St. Rank hold BAMV as of Q3 2026.

Chris Bulman held 19,457 shares of Brookstone Value Stock ETF worth $705K as of Q3 2026.
Chris Bulman sold 1,206 Brookstone Value Stock ETF shares in Q3 2026, an estimated $44.7K.
Brookstone Value Stock ETF made up 0.25% of Chris Bulman's portfolio in Q3 2026, its #73 holding.
Chris Bulman first reported a position in Brookstone Value Stock ETF in Q2 2024 and has held it in 10 quarters since.
Chris Bulman's Brookstone Value Stock ETF position peaked at $736K in Q1 2025.
4 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q3 2026.

Based on Chris Bulman's 13F filing for Q3 2026, filed 20 Oct 2026.