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Harbour Investments’s Brookstone Opportunities ETF BAMO Stock Holding History

Harbour 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
2026
Q2 		$65.3K Sell
1,891
-478
-20% -$16.1K ﹤0.01% 2257
2026
Q1 		$75.3K Buy
2,369
+1,911
+417% +$62.3K ﹤0.01% 2110
2025
Q4 		$14.9K Hold
458
– – ﹤0.01% 2555
2025
Q3 		$14.7K Sell
458
-71
-13% -$2.24K ﹤0.01% 2503
2025
Q2 		$16.5K Buy
+529
New +$15.8K ﹤0.01% 2325

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
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

Harbour Investments's BAMO Position: Q2 2026 in Review

Harbour Investments reduced its Brookstone Opportunities ETF (BAMO) stake by 20% in Q2 2026, selling an estimated $16.1K and leaving 1,891 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Harbour Investments first reported a position in BAMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $75.3K in Q1 2026. 9 funds tracked by Wall St. Rank hold BAMO as of Q2 2026.

  • Harbour Investments held 1,891 shares of Brookstone Opportunities ETF worth $65.3K as of Q2 2026.
  • Harbour Investments sold 478 Brookstone Opportunities ETF shares in Q2 2026, an estimated $16.1K.
  • Brookstone Opportunities ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2257 holding.
  • Harbour Investments first reported a position in Brookstone Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbour Investments's Brookstone Opportunities ETF position peaked at $75.3K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.