Mascoma Wealth Management’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Mascoma Wealth Management’s Portfolio BAMU Stock Details BAMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-244	Closed	-$6.17K	–	463
2024 Q2	$6.17K	Buy	+244	New	+$6.18K	﹤0.01%	390

Other funds holding BAMU

BCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q3 2024, closing a stake of 244 shares — an estimated $6.17K sold.

Mascoma Wealth Management first reported a position in BAMU in Q2 2024 and held it in 1 quarter. The position peaked at $6.17K in Q2 2024. 8 funds tracked by Wall St. Rank hold BAMU as of Q3 2024.

Mascoma Wealth Management reported no remaining Brookstone Ultra-Short Bond ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 244 Brookstone Ultra-Short Bond ETF shares in Q3 2024, an estimated $6.17K.
Mascoma Wealth Management first reported a position in Brookstone Ultra-Short Bond ETF in Q2 2024 and held it in 1 quarter.
Mascoma Wealth Management's Brookstone Ultra-Short Bond ETF position peaked at $6.17K in Q2 2024.
8 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q3 2024.

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