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Key Capital Management’s Brookstone Opportunities ETF BAMO Stock Holding History

Key Capital Management’s Portfolio BAMO Stock Details BAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-59
Closed -$1.92K – 695
2025
Q4 		$1.92K Buy
+59
New +$1.91K ﹤0.01% 394

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Key Capital Management sold out of Brookstone Opportunities ETF (BAMO) in Q1 2026, closing a stake of 59 shares — an estimated $1.92K sold.

Key Capital Management first reported a position in BAMO in Q4 2025 and held it in 1 quarter. The position peaked at $1.92K in Q4 2025. 9 funds tracked by Wall St. Rank hold BAMO as of Q1 2026.

  • Key Capital Management reported no remaining Brookstone Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Key Capital Management sold 59 Brookstone Opportunities ETF shares in Q1 2026, an estimated $1.92K.
  • Key Capital Management first reported a position in Brookstone Opportunities ETF in Q4 2025 and held it in 1 quarter.
  • Key Capital Management's Brookstone Opportunities ETF position peaked at $1.92K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q1 2026.

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