Gradient Investments’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Gradient Investments’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 Q3	–	Sell	-7,549	Closed	-$246K	–	460
2026 Q2	$246K	Sell	7,549 -200	-3%	-$6.44K	﹤0.01%	428
2026 Q1	$241K	Buy	+7,749	New	+$243K	﹤0.01%	400
2024 Q3	–	Sell	-1,903	Closed	-$55.1K	–	375
2024 Q2	$55.1K	Sell	1,903 -3,561	-65%	-$102K	﹤0.01%	485
2024 Q1	$157K	Sell	5,464 -717	-12%	-$19.6K	﹤0.01%	318
2023 Q4	$170K	Buy	+6,181	New	+$159K	﹤0.01%	361

Other funds holding BAMD

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Gradient Investments's BAMD Position: Q3 2026 in Review

Gradient Investments sold out of Brookstone Dividend Stock ETF (BAMD) in Q3 2026, closing a stake of 7,549 shares — an estimated $246K sold.

Gradient Investments first reported a position in BAMD in Q4 2023 and held it in 5 quarters. The position peaked at $246K in Q2 2026. 4 funds tracked by Wall St. Rank hold BAMD as of Q3 2026.

Gradient Investments reported no remaining Brookstone Dividend Stock ETF position as of Q3 2026 after selling out during the quarter.
Gradient Investments sold 7,549 Brookstone Dividend Stock ETF shares in Q3 2026, an estimated $246K.
Gradient Investments first reported a position in Brookstone Dividend Stock ETF in Q4 2023 and held it in 5 quarters.
Gradient Investments's Brookstone Dividend Stock ETF position peaked at $246K in Q2 2026.
4 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.