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Harbour Investments’s Brookstone Yield ETF BAMY Stock Holding History

Harbour Investments’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58K Sell
2,111
-465
-18% -$12.8K ﹤0.01% 2328
2026
Q1 		$70.4K Buy
2,576
+2,107
+449% +$58.5K ﹤0.01% 2148
2025
Q4 		$13K Hold
469
– – ﹤0.01% 2613
2025
Q3 		$13K Sell
469
-94
-17% -$2.58K ﹤0.01% 2555
2025
Q2 		$15.3K Buy
+563
New +$14.9K ﹤0.01% 2360

Other funds holding BAMY

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
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
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Harbour Investments's BAMY Position: Q2 2026 in Review

Harbour Investments reduced its Brookstone Yield ETF (BAMY) stake by 18% in Q2 2026, selling an estimated $12.8K and leaving 2,111 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Harbour Investments first reported a position in BAMY in Q2 2025 and has held it in 5 quarters since. The position peaked at $70.4K in Q1 2026. 10 funds tracked by Wall St. Rank hold BAMY as of Q2 2026.

  • Harbour Investments held 2,111 shares of Brookstone Yield ETF worth $58K as of Q2 2026.
  • Harbour Investments sold 465 Brookstone Yield ETF shares in Q2 2026, an estimated $12.8K.
  • Brookstone Yield ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2328 holding.
  • Harbour Investments first reported a position in Brookstone Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbour Investments's Brookstone Yield ETF position peaked at $70.4K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q2 2026.

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