Mascoma Wealth Management’s Brookstone Active ETF BAMA Stock Holding History

Mascoma Wealth 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
2024 Q3	–	Sell	-128	Closed	-$3.75K	–	460
2024 Q2	$3.75K	Buy	+128	New	+$3.66K	﹤0.01%	430

Other funds holding BAMA

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Mascoma Wealth Management's BAMA Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Brookstone Active ETF (BAMA) in Q3 2024, closing a stake of 128 shares — an estimated $3.75K sold.

Mascoma Wealth Management first reported a position in BAMA in Q2 2024 and held it in 1 quarter. The position peaked at $3.75K in Q2 2024. 8 funds tracked by Wall St. Rank hold BAMA as of Q3 2024.

Mascoma Wealth Management reported no remaining Brookstone Active ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 128 Brookstone Active ETF shares in Q3 2024, an estimated $3.75K.
Mascoma Wealth Management first reported a position in Brookstone Active ETF in Q2 2024 and held it in 1 quarter.
Mascoma Wealth Management's Brookstone Active ETF position peaked at $3.75K in Q2 2024.
8 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.