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FSA Advisors’s Brookstone Dividend Stock ETF BAMD Stock Holding History

FSA Advisors’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
2026
Q1 		$328K Buy
10,528
+585
+6% +$18.4K 0.22% 143
2025
Q4 		$298K Buy
+9,943
New +$302K 0.21% 131
2025
Q3 		– Sell
-8,460
Closed -$261K – 142
2025
Q2 		$261K Buy
8,460
+1,878
+29% +$57.5K 0.21% 140
2025
Q1 		$212K Buy
+6,582
New +$209K 0.17% 164

Other funds holding BAMD

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
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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FSA Advisors's BAMD Position: Q1 2026 in Review

FSA Advisors increased its Brookstone Dividend Stock ETF (BAMD) stake by 5.9% in Q1 2026, buying an estimated $18.4K and bringing the position to 10,528 shares worth $328K. The position accounts for 0.22% of the portfolio, ranked #143.

FSA Advisors first reported a position in BAMD in Q1 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold BAMD as of Q1 2026.

  • FSA Advisors held 10,528 shares of Brookstone Dividend Stock ETF worth $328K as of Q1 2026.
  • FSA Advisors bought 585 Brookstone Dividend Stock ETF shares in Q1 2026, an estimated $18.4K.
  • Brookstone Dividend Stock ETF made up 0.22% of FSA Advisors's portfolio in Q1 2026, its #143 holding.
  • FSA Advisors first reported a position in Brookstone Dividend Stock ETF in Q1 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.