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Gradient Investments’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Gradient Investments’s Portfolio BAMU Stock Details BAMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-940
Closed -$23.8K – 377
2024
Q2 		$23.8K Buy
940
+199
+27% +$5.04K ﹤0.01% 607
2024
Q1 		$18.7K Buy
741
+684
+1,200% +$17.2K ﹤0.01% 555
2023
Q4 		$1.43K Buy
+57
New +$1.43K ﹤0.01% 1326

Other funds holding BAMU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Gradient Investments's BAMU Position: Q3 2024 in Review

Gradient Investments sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q3 2024, closing a stake of 940 shares — an estimated $23.8K sold.

Gradient Investments first reported a position in BAMU in Q4 2023 and held it in 3 quarters. The position peaked at $23.8K in Q2 2024. 8 funds tracked by Wall St. Rank hold BAMU as of Q3 2024.

  • Gradient Investments reported no remaining Brookstone Ultra-Short Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 940 Brookstone Ultra-Short Bond ETF shares in Q3 2024, an estimated $23.8K.
  • Gradient Investments first reported a position in Brookstone Ultra-Short Bond ETF in Q4 2023 and held it in 3 quarters.
  • Gradient Investments's Brookstone Ultra-Short Bond ETF position peaked at $23.8K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q3 2024.

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