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Farther Finance Advisors’s Brookstone Opportunities ETF BAMO Stock Holding History

Farther Finance Advisors’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
2024
Q2 		– Sell
-60
Closed -$1.7K – 3824
2024
Q1 		$1.7K Buy
+60
New +$1.66K ﹤0.01% 2550

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

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

Farther Finance Advisors sold out of Brookstone Opportunities ETF (BAMO) in Q2 2024, closing a stake of 60 shares — an estimated $1.7K sold.

Farther Finance Advisors first reported a position in BAMO in Q1 2024 and held it in 1 quarter. The position peaked at $1.7K in Q1 2024. 13 funds tracked by Wall St. Rank hold BAMO as of Q2 2024.

  • Farther Finance Advisors reported no remaining Brookstone Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 60 Brookstone Opportunities ETF shares in Q2 2024, an estimated $1.7K.
  • Farther Finance Advisors first reported a position in Brookstone Opportunities ETF in Q1 2024 and held it in 1 quarter.
  • Farther Finance Advisors's Brookstone Opportunities ETF position peaked at $1.7K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q2 2024.

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