Kestra Advisory Services
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Kestra Advisory Services’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Kestra Advisory Services’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
2026
Q1 		– Sell
-1,377
Closed -$41.4K – 3218
2025
Q4 		$41.4K Buy
+1,377
New +$41.8K ﹤0.01% 4067

Other funds holding BAMD

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Chris Bulman
Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Kestra Advisory Services's BAMD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Brookstone Dividend Stock ETF (BAMD) in Q1 2026, closing a stake of 1,377 shares — an estimated $41.4K sold.

Kestra Advisory Services first reported a position in BAMD in Q4 2025 and held it in 1 quarter. The position peaked at $41.4K in Q4 2025. 14 funds tracked by Wall St. Rank hold BAMD as of Q1 2026.

  • Kestra Advisory Services reported no remaining Brookstone Dividend Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,377 Brookstone Dividend Stock ETF shares in Q1 2026, an estimated $41.4K.
  • Kestra Advisory Services first reported a position in Brookstone Dividend Stock ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Brookstone Dividend Stock ETF position peaked at $41.4K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.