Key Capital Management’s Brookstone Yield ETF BAMY Stock Holding History

Key Capital Management’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
2026 Q1	–	Sell	-66	Closed	-$1.83K	–	699
2025 Q4	$1.83K	Buy	+66	New	+$1.84K	﹤0.01%	398

Other funds holding BAMY

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

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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

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

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

Key Capital Management sold out of Brookstone Yield ETF (BAMY) in Q1 2026, closing a stake of 66 shares — an estimated $1.83K sold.

Key Capital Management first reported a position in BAMY in Q4 2025 and held it in 1 quarter. The position peaked at $1.83K in Q4 2025. 9 funds tracked by Wall St. Rank hold BAMY as of Q1 2026.

Key Capital Management reported no remaining Brookstone Yield ETF position as of Q1 2026 after selling out during the quarter.
Key Capital Management sold 66 Brookstone Yield ETF shares in Q1 2026, an estimated $1.83K.
Key Capital Management first reported a position in Brookstone Yield ETF in Q4 2025 and held it in 1 quarter.
Key Capital Management's Brookstone Yield ETF position peaked at $1.83K in Q4 2025.
9 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q1 2026.

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