Gradient Investments’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

Gradient Investments’s Portfolio BAMB Stock Details BAMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-499	Closed	-$12.8K	–	374
2024 Q2	$12.8K	Sell	499 -245	-33%	-$6.26K	﹤0.01%	700
2024 Q1	$19K	Buy	744 +687	+1,205%	+$17.5K	﹤0.01%	554
2023 Q4	$1.46K	Buy	+57	New	+$1.44K	﹤0.01%	1318

Other funds holding BAMB

BCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return

Gradient Investments's BAMB Position: Q3 2024 in Review

Gradient Investments sold out of Brookstone Intermediate Bond ETF (BAMB) in Q3 2024, closing a stake of 499 shares — an estimated $12.8K sold.

Gradient Investments first reported a position in BAMB in Q4 2023 and held it in 3 quarters. The position peaked at $19K in Q1 2024. 9 funds tracked by Wall St. Rank hold BAMB as of Q3 2024.

Gradient Investments reported no remaining Brookstone Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 499 Brookstone Intermediate Bond ETF shares in Q3 2024, an estimated $12.8K.
Gradient Investments first reported a position in Brookstone Intermediate Bond ETF in Q4 2023 and held it in 3 quarters.
Gradient Investments's Brookstone Intermediate Bond ETF position peaked at $19K in Q1 2024.
9 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q3 2024.

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