Farther Finance Advisors
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Farther Finance Advisors’s Brookstone Active ETF BAMA Stock Holding History

Farther Finance Advisors’s Portfolio BAMA Stock Details BAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-61
Closed -$1.75K – 3822
2024
Q1 		$1.75K Buy
+61
New +$1.69K ﹤0.01% 2543

Other funds holding BAMA

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Farther Finance Advisors's BAMA Position: Q2 2024 in Review

Farther Finance Advisors sold out of Brookstone Active ETF (BAMA) in Q2 2024, closing a stake of 61 shares — an estimated $1.75K sold.

Farther Finance Advisors first reported a position in BAMA in Q1 2024 and held it in 1 quarter. The position peaked at $1.75K in Q1 2024. 14 funds tracked by Wall St. Rank hold BAMA as of Q2 2024.

  • Farther Finance Advisors reported no remaining Brookstone Active ETF position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 61 Brookstone Active ETF shares in Q2 2024, an estimated $1.75K.
  • Farther Finance Advisors first reported a position in Brookstone Active ETF in Q1 2024 and held it in 1 quarter.
  • Farther Finance Advisors's Brookstone Active ETF position peaked at $1.75K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q2 2024.

Based on Farther Finance Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.