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Lifeworks Advisors’s Brookstone Growth Stock ETF BAMG Stock Holding History

Lifeworks Advisors’s Portfolio BAMG Stock Details BAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,272
Closed -$258K – 299
2024
Q2 		$258K Sell
8,272
-1,055
-11% -$31.5K 0.07% 190
2024
Q1 		$281K Buy
+9,327
New +$272K 0.08% 189

Other funds holding BAMG

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lifeworks Advisors's BAMG Position: Q3 2024 in Review

Lifeworks Advisors sold out of Brookstone Growth Stock ETF (BAMG) in Q3 2024, closing a stake of 8,272 shares — an estimated $258K sold.

Lifeworks Advisors first reported a position in BAMG in Q1 2024 and held it in 2 quarters. The position peaked at $281K in Q1 2024. 7 funds tracked by Wall St. Rank hold BAMG as of Q3 2024.

  • Lifeworks Advisors reported no remaining Brookstone Growth Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 8,272 Brookstone Growth Stock ETF shares in Q3 2024, an estimated $258K.
  • Lifeworks Advisors first reported a position in Brookstone Growth Stock ETF in Q1 2024 and held it in 2 quarters.
  • Lifeworks Advisors's Brookstone Growth Stock ETF position peaked at $281K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q3 2024.

Based on Lifeworks Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.