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Impact Partnership Wealth’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Impact Partnership Wealth’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,095
Closed -$223K – 374
2025
Q3 		$223K Buy
+7,095
New +$221K 0.03% 281
2025
Q2 		– Sell
-6,647
Closed -$214K – 299
2025
Q1 		$214K Sell
6,647
-5,210
-44% -$166K 0.05% 230
2024
Q4 		$374K Buy
+11,857
New +$393K 0.08% 171
2024
Q1 		– Sell
-238
Closed -$6.55K – 714
2023
Q4 		$6.55K Buy
+238
New +$6.13K ﹤0.01% 551

Other funds holding BAMD

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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Impact Partnership Wealth's BAMD Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Brookstone Dividend Stock ETF (BAMD) in Q4 2025, closing a stake of 7,095 shares — an estimated $223K sold.

Impact Partnership Wealth first reported a position in BAMD in Q4 2023 and held it in 4 quarters. The position peaked at $374K in Q4 2024. 17 funds tracked by Wall St. Rank hold BAMD as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Brookstone Dividend Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 7,095 Brookstone Dividend Stock ETF shares in Q4 2025, an estimated $223K.
  • Impact Partnership Wealth first reported a position in Brookstone Dividend Stock ETF in Q4 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Brookstone Dividend Stock ETF position peaked at $374K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.