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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
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 New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Harbour Investments's BAMY Position: Q1 2026 in Review

Harbour Investments increased its Brookstone Yield ETF (BAMY) stake by 449% in Q1 2026, buying an estimated $58.5K and bringing the position to 2,576 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Harbour Investments first reported a position in BAMY in Q2 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold BAMY as of Q1 2026.

  • Harbour Investments held 2,576 shares of Brookstone Yield ETF worth $70.4K as of Q1 2026.
  • Harbour Investments bought 2,107 Brookstone Yield ETF shares in Q1 2026, an estimated $58.5K.
  • Brookstone Yield ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2148 holding.
  • Harbour Investments first reported a position in Brookstone Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.