Impact Partnership Wealth’s Brookstone Active ETF BAMA Stock Holding History

Impact Partnership Wealth’s Portfolio BAMA Stock Details BAMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-185	Closed	-$5K	–	712
2023 Q4	$5K	Buy	+185	New	+$4.77K	﹤0.01%	576

Other funds holding BAMA

BCM

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Impact Partnership Wealth's BAMA Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Brookstone Active ETF (BAMA) in Q1 2024, closing a stake of 185 shares — an estimated $5K sold.

Impact Partnership Wealth first reported a position in BAMA in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 8 funds tracked by Wall St. Rank hold BAMA as of Q1 2024.

Impact Partnership Wealth reported no remaining Brookstone Active ETF position as of Q1 2024 after selling out during the quarter.
Impact Partnership Wealth sold 185 Brookstone Active ETF shares in Q1 2024, an estimated $5K.
Impact Partnership Wealth first reported a position in Brookstone Active ETF in Q4 2023 and held it in 1 quarter.
Impact Partnership Wealth's Brookstone Active ETF position peaked at $5K in Q4 2023.
8 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.