GI
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Gradient Investments’s Brookstone Growth Stock ETF BAMG Stock Holding History

Gradient Investments’s Portfolio BAMG Stock Details BAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Sell
6,992
-228
-3% -$9.54K ﹤0.01% 404
2026
Q1 		$264K Buy
+7,220
New +$281K ﹤0.01% 390
2024
Q3 		– Sell
-1,817
Closed -$56.6K – 379
2024
Q2 		$56.6K Sell
1,817
-3,498
-66% -$104K ﹤0.01% 484
2024
Q1 		$160K Sell
5,315
-795
-13% -$23.2K ﹤0.01% 313
2023
Q4 		$171K Buy
+6,110
New +$159K ﹤0.01% 359

Other funds holding BAMG

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
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
PSI
Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

Gradient Investments's BAMG Position: Q2 2026 in Review

Gradient Investments reduced its Brookstone Growth Stock ETF (BAMG) stake by 3.2% in Q2 2026, selling an estimated $9.54K and leaving 6,992 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Gradient Investments first reported a position in BAMG in Q4 2023 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold BAMG as of Q2 2026.

  • Gradient Investments held 6,992 shares of Brookstone Growth Stock ETF worth $317K as of Q2 2026.
  • Gradient Investments sold 228 Brookstone Growth Stock ETF shares in Q2 2026, an estimated $9.54K.
  • Brookstone Growth Stock ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #404 holding.
  • Gradient Investments first reported a position in Brookstone Growth Stock ETF in Q4 2023 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q2 2026.

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