Impact Partnership Wealth’s Brookstone Yield ETF BAMY Stock Holding History

Impact Partnership Wealth’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
2024 Q1	–	Sell	-184	Closed	-$4.78K	–	719
2023 Q4	$4.78K	Buy	+184	New	+$4.7K	﹤0.01%	583

Other funds holding BAMY

BCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Brookstone Yield ETF (BAMY) in Q1 2024, closing a stake of 184 shares — an estimated $4.78K sold.

Impact Partnership Wealth first reported a position in BAMY in Q4 2023 and held it in 1 quarter. The position peaked at $4.78K in Q4 2023. 8 funds tracked by Wall St. Rank hold BAMY as of Q1 2024.

Impact Partnership Wealth reported no remaining Brookstone Yield ETF position as of Q1 2024 after selling out during the quarter.
Impact Partnership Wealth sold 184 Brookstone Yield ETF shares in Q1 2024, an estimated $4.78K.
Impact Partnership Wealth first reported a position in Brookstone Yield ETF in Q4 2023 and held it in 1 quarter.
Impact Partnership Wealth's Brookstone Yield ETF position peaked at $4.78K in Q4 2023.
8 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q1 2024.

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