Chris Bulman’s Brookstone Yield ETF BAMY Stock Holding History

Chris Bulman’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
2026 Q3	$217K	Sell	8,173 -478	-6%	-$13.1K	0.08%	156
2026 Q2	$238K	Sell	8,651 -162	-2%	-$4.47K	0.09%	150
2026 Q1	$241K	Sell	8,813 -216	-2%	-$6K	0.11%	127
2025 Q4	$251K	Buy	9,029 +632	+8%	+$17.6K	0.11%	122
2025 Q3	$232K	Sell	8,397 -1,410	-14%	-$38.7K	0.12%	121
2025 Q2	$266K	Sell	9,807 -213	-2%	-$5.65K	0.15%	96
2025 Q1	$264K	Buy	10,020 +1,218	+14%	+$32.4K	0.17%	98
2024 Q4	$233K	Sell	8,802 -54	-0.6%	-$1.46K	0.15%	112
2024 Q3	$236K	Sell	8,856 -578	-6%	-$15.3K	0.16%	101
2024 Q2	$250K	Buy	+9,434	New	+$251K	0.17%	82

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's BAMY Position: Q3 2026 in Review

Chris Bulman reduced its Brookstone Yield ETF (BAMY) stake by 5.5% in Q3 2026, selling an estimated $13.1K and leaving 8,173 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #156.

Chris Bulman first reported a position in BAMY in Q2 2024 and has held it in 10 quarters since. The position peaked at $266K in Q2 2025. 3 funds tracked by Wall St. Rank hold BAMY as of Q3 2026.

Chris Bulman held 8,173 shares of Brookstone Yield ETF worth $217K as of Q3 2026.
Chris Bulman sold 478 Brookstone Yield ETF shares in Q3 2026, an estimated $13.1K.
Brookstone Yield ETF made up 0.08% of Chris Bulman's portfolio in Q3 2026, its #156 holding.
Chris Bulman first reported a position in Brookstone Yield ETF in Q2 2024 and has held it in 10 quarters since.
Chris Bulman's Brookstone Yield ETF position peaked at $266K in Q2 2025.
3 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q3 2026.

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