Gradient Investments’s Brookstone Value Stock ETF BAMV Stock Holding History

Gradient Investments’s Portfolio BAMV Stock Details BAMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Sell	7,200 -375	-5%	-$13K	﹤0.01%	425
2026 Q1	$246K	Buy	+7,575	New	+$250K	﹤0.01%	399
2024 Q3	–	Sell	-1,752	Closed	-$51K	–	378
2024 Q2	$51K	Sell	1,752 -3,644	-68%	-$107K	﹤0.01%	494
2024 Q1	$163K	Sell	5,396 -729	-12%	-$20.9K	﹤0.01%	310
2023 Q4	$173K	Buy	+6,125	New	+$160K	﹤0.01%	356

Other funds holding BAMV

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 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

Gradient Investments's BAMV Position: Q2 2026 in Review

Gradient Investments reduced its Brookstone Value Stock ETF (BAMV) stake by 5% in Q2 2026, selling an estimated $13K and leaving 7,200 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

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

Gradient Investments held 7,200 shares of Brookstone Value Stock ETF worth $253K as of Q2 2026.
Gradient Investments sold 375 Brookstone Value Stock ETF shares in Q2 2026, an estimated $13K.
Brookstone Value Stock ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #425 holding.
Gradient Investments first reported a position in Brookstone Value Stock ETF in Q4 2023 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q2 2026.

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