Mascoma Wealth Management’s Brookstone Growth Stock ETF BAMG Stock Holding History

Mascoma Wealth Management’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	-240	Closed	-$7.47K	–	465
2024 Q2	$7.47K	Buy	+240	New	+$7.16K	﹤0.01%	364

Other funds holding BAMG

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

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

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

Mascoma Wealth Management sold out of Brookstone Growth Stock ETF (BAMG) in Q3 2024, closing a stake of 240 shares — an estimated $7.47K sold.

Mascoma Wealth Management first reported a position in BAMG in Q2 2024 and held it in 1 quarter. The position peaked at $7.47K in Q2 2024. 7 funds tracked by Wall St. Rank hold BAMG as of Q3 2024.

Mascoma Wealth Management reported no remaining Brookstone Growth Stock ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 240 Brookstone Growth Stock ETF shares in Q3 2024, an estimated $7.47K.
Mascoma Wealth Management first reported a position in Brookstone Growth Stock ETF in Q2 2024 and held it in 1 quarter.
Mascoma Wealth Management's Brookstone Growth Stock ETF position peaked at $7.47K in Q2 2024.
7 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q3 2024.

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