GI
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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 $9.96B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return