Fidelity Investments
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Fidelity Investments’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Fidelity Investments’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$32 – 5300
2024
Q4 		$32 Buy
+1
New +$33 ﹤0.01% 5265
2024
Q2 		– Sell
-1
Closed -$29 – 5374
2024
Q1 		$29 Buy
+1
New +$27 ﹤0.01% 5115

Other funds holding BAMD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's BAMD Position: Q1 2025 in Review

Fidelity Investments sold out of Brookstone Dividend Stock ETF (BAMD) in Q1 2025, closing a stake of 1 share — an estimated $32 sold.

Fidelity Investments first reported a position in BAMD in Q1 2024 and held it in 2 quarters. The position peaked at $32 in Q4 2024. 11 funds tracked by Wall St. Rank hold BAMD as of Q1 2025.

  • Fidelity Investments reported no remaining Brookstone Dividend Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Brookstone Dividend Stock ETF share in Q1 2025, an estimated $32.
  • Fidelity Investments first reported a position in Brookstone Dividend Stock ETF in Q1 2024 and held it in 2 quarters.
  • Fidelity Investments's Brookstone Dividend Stock ETF position peaked at $32 in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.