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Farther Finance Advisors’s Brookstone Yield ETF BAMY Stock Holding History

Farther Finance Advisors’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
2024
Q2 		– Sell
-61
Closed -$1.65K – 3828
2024
Q1 		$1.65K Buy
+61
New +$1.61K ﹤0.01% 2569

Other funds holding BAMY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Farther Finance Advisors sold out of Brookstone Yield ETF (BAMY) in Q2 2024, closing a stake of 61 shares — an estimated $1.65K sold.

Farther Finance Advisors first reported a position in BAMY in Q1 2024 and held it in 1 quarter. The position peaked at $1.65K in Q1 2024. 12 funds tracked by Wall St. Rank hold BAMY as of Q2 2024.

  • Farther Finance Advisors reported no remaining Brookstone Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 61 Brookstone Yield ETF shares in Q2 2024, an estimated $1.65K.
  • Farther Finance Advisors first reported a position in Brookstone Yield ETF in Q1 2024 and held it in 1 quarter.
  • Farther Finance Advisors's Brookstone Yield ETF position peaked at $1.65K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q2 2024.

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