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Gradient Investments’s Brookstone Opportunities ETF BAMO Stock Holding History

Gradient Investments’s Portfolio BAMO Stock Details BAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-734
Closed -$21.3K – 376
2024
Q2 		$21.3K Sell
734
-1,117
-60% -$31.6K ﹤0.01% 632
2024
Q1 		$52.6K Sell
1,851
-141
-7% -$3.9K ﹤0.01% 427
2023
Q4 		$53.6K Buy
+1,992
New +$51.4K ﹤0.01% 529

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Gradient Investments's BAMO Position: Q3 2024 in Review

Gradient Investments sold out of Brookstone Opportunities ETF (BAMO) in Q3 2024, closing a stake of 734 shares — an estimated $21.3K sold.

Gradient Investments first reported a position in BAMO in Q4 2023 and held it in 3 quarters. The position peaked at $53.6K in Q4 2023. 8 funds tracked by Wall St. Rank hold BAMO as of Q3 2024.

  • Gradient Investments reported no remaining Brookstone Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 734 Brookstone Opportunities ETF shares in Q3 2024, an estimated $21.3K.
  • Gradient Investments first reported a position in Brookstone Opportunities ETF in Q4 2023 and held it in 3 quarters.
  • Gradient Investments's Brookstone Opportunities ETF position peaked at $53.6K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q3 2024.

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