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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Gradient Investments's BAMD Position: Q2 2026 in Review

Gradient Investments reduced its Brookstone Dividend Stock ETF (BAMD) stake by 2.6% in Q2 2026, selling an estimated $6.44K and leaving 7,549 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Gradient Investments first reported a position in BAMD in Q4 2023 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold BAMD as of Q2 2026.

  • Gradient Investments held 7,549 shares of Brookstone Dividend Stock ETF worth $246K as of Q2 2026.
  • Gradient Investments sold 200 Brookstone Dividend Stock ETF shares in Q2 2026, an estimated $6.44K.
  • Brookstone Dividend Stock ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #428 holding.
  • Gradient Investments first reported a position in Brookstone Dividend Stock ETF in Q4 2023 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.