Key Capital Management’s Brookstone Active ETF BAMA Stock Holding History

Key Capital Management’s Portfolio BAMA Stock Details BAMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-58	Closed	-$1.97K	–	692
2025 Q4	$1.97K	Buy	+58	New	+$1.96K	﹤0.01%	390

Other funds holding BAMA

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Key Capital Management's BAMA Position: Q1 2026 in Review

Key Capital Management sold out of Brookstone Active ETF (BAMA) in Q1 2026, closing a stake of 58 shares — an estimated $1.97K sold.

Key Capital Management first reported a position in BAMA in Q4 2025 and held it in 1 quarter. The position peaked at $1.97K in Q4 2025. 10 funds tracked by Wall St. Rank hold BAMA as of Q1 2026.

Key Capital Management reported no remaining Brookstone Active ETF position as of Q1 2026 after selling out during the quarter.
Key Capital Management sold 58 Brookstone Active ETF shares in Q1 2026, an estimated $1.97K.
Key Capital Management first reported a position in Brookstone Active ETF in Q4 2025 and held it in 1 quarter.
Key Capital Management's Brookstone Active ETF position peaked at $1.97K in Q4 2025.
10 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.