Fidelity Investments’s Brookstone Opportunities ETF BAMO Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$30	–	5301
2024 Q4	$30	Buy	+1	New	+$30	﹤0.01%	5279
2024 Q2	–	Sell	-1	Closed	-$28	–	5375
2024 Q1	$28	Buy	+1	New	+$28	﹤0.01%	5122

Other funds holding BAMO

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Fidelity Investments's BAMO Position: Q1 2025 in Review

Fidelity Investments sold out of Brookstone Opportunities ETF (BAMO) in Q1 2025, closing a stake of 1 share — an estimated $30 sold.

Fidelity Investments first reported a position in BAMO in Q1 2024 and held it in 2 quarters. The position peaked at $30 in Q4 2024. 7 funds tracked by Wall St. Rank hold BAMO as of Q1 2025.

Fidelity Investments reported no remaining Brookstone Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Brookstone Opportunities ETF share in Q1 2025, an estimated $30.
Fidelity Investments first reported a position in Brookstone Opportunities ETF in Q1 2024 and held it in 2 quarters.
Fidelity Investments's Brookstone Opportunities ETF position peaked at $30 in Q4 2024.
7 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q1 2025.

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