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Impact Partnership Wealth’s Brookstone Value Stock ETF BAMV Stock Holding History

Impact Partnership Wealth’s Portfolio BAMV Stock Details BAMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Buy
7,502
+1,068
+17% +$37K 0.03% 365
2026
Q1 		$209K Sell
6,434
-122
-2% -$4.03K 0.03% 338
2025
Q4 		$212K Sell
6,556
-462
-7% -$14.9K 0.03% 334
2025
Q3 		$224K Buy
+7,018
New +$225K 0.03% 278
2025
Q2 		– Sell
-6,612
Closed -$206K – 300
2025
Q1 		$206K Sell
6,612
-5,253
-44% -$165K 0.04% 239
2024
Q4 		$362K Buy
+11,865
New +$380K 0.07% 177
2024
Q1 		– Sell
-234
Closed -$6.61K – 717
2023
Q4 		$6.61K Buy
+234
New +$6.1K ﹤0.01% 549

Other funds holding BAMV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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 $1.28T AUM 58.89% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
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

Impact Partnership Wealth's BAMV Position: Q2 2026 in Review

Impact Partnership Wealth increased its Brookstone Value Stock ETF (BAMV) stake by 17% in Q2 2026, buying an estimated $37K and bringing the position to 7,502 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #365.

Impact Partnership Wealth first reported a position in BAMV in Q4 2023 and has held it in 7 quarters since. The position peaked at $362K in Q4 2024. 15 funds tracked by Wall St. Rank hold BAMV as of Q2 2026.

  • Impact Partnership Wealth held 7,502 shares of Brookstone Value Stock ETF worth $264K as of Q2 2026.
  • Impact Partnership Wealth bought 1,068 Brookstone Value Stock ETF shares in Q2 2026, an estimated $37K.
  • Brookstone Value Stock ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #365 holding.
  • Impact Partnership Wealth first reported a position in Brookstone Value Stock ETF in Q4 2023 and has held it in 7 quarters since.
  • Impact Partnership Wealth's Brookstone Value Stock ETF position peaked at $362K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.