Gradient Investments’s Brookstone Active ETF BAMA Stock Holding History

Gradient Investments’s Portfolio BAMA Stock Details BAMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-740	Closed	-$21.7K	–	373
2024 Q2	$21.7K	Sell	740 -1,123	-60%	-$32.1K	﹤0.01%	622
2024 Q1	$53.5K	Sell	1,863 -132	-7%	-$3.66K	﹤0.01%	423
2023 Q4	$53.9K	Buy	+1,995	New	+$51.4K	﹤0.01%	526

Other funds holding BAMA

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

TFGT

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

Gradient Investments's BAMA Position: Q3 2024 in Review

Gradient Investments sold out of Brookstone Active ETF (BAMA) in Q3 2024, closing a stake of 740 shares — an estimated $21.7K sold.

Gradient Investments first reported a position in BAMA in Q4 2023 and held it in 3 quarters. The position peaked at $53.9K in Q4 2023. 8 funds tracked by Wall St. Rank hold BAMA as of Q3 2024.

Gradient Investments reported no remaining Brookstone Active ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 740 Brookstone Active ETF shares in Q3 2024, an estimated $21.7K.
Gradient Investments first reported a position in Brookstone Active ETF in Q4 2023 and held it in 3 quarters.
Gradient Investments's Brookstone Active ETF position peaked at $53.9K in Q4 2023.
8 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.