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 Q3	–	Sell	-6,992	Closed	-$317K	–	462
2026 Q2	$317K	Sell	6,992 -228	-3%	-$9.5K	﹤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

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

Planning Strategies Lancaster, Pennsylvania $169M AUM

Gradient Investments's BAMG Position: Q3 2026 in Review

Gradient Investments sold out of Brookstone Growth Stock ETF (BAMG) in Q3 2026, closing a stake of 6,992 shares — an estimated $317K sold.

Gradient Investments first reported a position in BAMG in Q4 2023 and held it in 5 quarters. The position peaked at $317K in Q2 2026. 5 funds tracked by Wall St. Rank hold BAMG as of Q3 2026.

Gradient Investments reported no remaining Brookstone Growth Stock ETF position as of Q3 2026 after selling out during the quarter.
Gradient Investments sold 6,992 Brookstone Growth Stock ETF shares in Q3 2026, an estimated $317K.
Gradient Investments first reported a position in Brookstone Growth Stock ETF in Q4 2023 and held it in 5 quarters.
Gradient Investments's Brookstone Growth Stock ETF position peaked at $317K in Q2 2026.
5 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q3 2026.

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