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Kestra Advisory Services’s Brookstone Value Stock ETF BAMV Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,340
Closed -$43.4K – 3219
2025
Q4 		$43.4K Buy
+1,340
New +$43.3K ﹤0.01% 4030

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 $6.13B AUM 23.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Kestra Advisory Services sold out of Brookstone Value Stock ETF (BAMV) in Q1 2026, closing a stake of 1,340 shares — an estimated $43.4K sold.

Kestra Advisory Services first reported a position in BAMV in Q4 2025 and held it in 1 quarter. The position peaked at $43.4K in Q4 2025. 15 funds tracked by Wall St. Rank hold BAMV as of Q1 2026.

  • Kestra Advisory Services reported no remaining Brookstone Value Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,340 Brookstone Value Stock ETF shares in Q1 2026, an estimated $43.4K.
  • Kestra Advisory Services first reported a position in Brookstone Value Stock ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Brookstone Value Stock ETF position peaked at $43.4K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q1 2026.

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