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Farther Finance Advisors’s Brookstone Value Stock ETF BAMV Stock Holding History

Farther Finance Advisors’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
2024
Q2 		– Sell
-116
Closed -$3.48K – 3826
2024
Q1 		$3.48K Buy
+116
New +$3.33K ﹤0.01% 2247

Other funds holding BAMV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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 $893B AUM 36.07% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 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 $68.3B AUM 20.5% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

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

Farther Finance Advisors sold out of Brookstone Value Stock ETF (BAMV) in Q2 2024, closing a stake of 116 shares — an estimated $3.48K sold.

Farther Finance Advisors first reported a position in BAMV in Q1 2024 and held it in 1 quarter. The position peaked at $3.48K in Q1 2024. 14 funds tracked by Wall St. Rank hold BAMV as of Q2 2024.

  • Farther Finance Advisors reported no remaining Brookstone Value Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 116 Brookstone Value Stock ETF shares in Q2 2024, an estimated $3.48K.
  • Farther Finance Advisors first reported a position in Brookstone Value Stock ETF in Q1 2024 and held it in 1 quarter.
  • Farther Finance Advisors's Brookstone Value Stock ETF position peaked at $3.48K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q2 2024.

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