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Impact Partnership Wealth’s Brookstone Opportunities ETF BAMO Stock Holding History

Impact Partnership Wealth’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
2024
Q1 		– Sell
-185
Closed -$4.98K – 715
2023
Q4 		$4.98K Buy
+185
New +$4.78K ﹤0.01% 577

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Brookstone Opportunities ETF (BAMO) in Q1 2024, closing a stake of 185 shares — an estimated $4.98K sold.

Impact Partnership Wealth first reported a position in BAMO in Q4 2023 and held it in 1 quarter. The position peaked at $4.98K in Q4 2023. 6 funds tracked by Wall St. Rank hold BAMO as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Brookstone Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 185 Brookstone Opportunities ETF shares in Q1 2024, an estimated $4.98K.
  • Impact Partnership Wealth first reported a position in Brookstone Opportunities ETF in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Brookstone Opportunities ETF position peaked at $4.98K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q1 2024.

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