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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Chris Bulman's BAMV Position: Q2 2026 in Review

Chris Bulman reduced its Brookstone Value Stock ETF (BAMV) stake by 1.8% in Q2 2026, selling an estimated $13.3K and leaving 20,663 shares worth $727K. The position accounts for 0.27% of the portfolio, ranked #66.

Chris Bulman first reported a position in BAMV in Q2 2024 and has held it in 9 quarters since. The position peaked at $736K in Q1 2025. 5 funds tracked by Wall St. Rank hold BAMV as of Q2 2026.

  • Chris Bulman held 20,663 shares of Brookstone Value Stock ETF worth $727K as of Q2 2026.
  • Chris Bulman sold 383 Brookstone Value Stock ETF shares in Q2 2026, an estimated $13.3K.
  • Brookstone Value Stock ETF made up 0.27% of Chris Bulman's portfolio in Q2 2026, its #66 holding.
  • Chris Bulman first reported a position in Brookstone Value Stock ETF in Q2 2024 and has held it in 9 quarters since.
  • Chris Bulman's Brookstone Value Stock ETF position peaked at $736K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q2 2026.

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