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Mascoma Wealth Management’s Brookstone Yield ETF BAMY Stock Holding History

Mascoma Wealth 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
2024
Q3 		– Sell
-127
Closed -$3.37K – 466
2024
Q2 		$3.37K Buy
+127
New +$3.38K ﹤0.01% 442

Other funds holding BAMY

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 $228M AUM 16.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Brookstone Yield ETF (BAMY) in Q3 2024, closing a stake of 127 shares — an estimated $3.37K sold.

Mascoma Wealth Management first reported a position in BAMY in Q2 2024 and held it in 1 quarter. The position peaked at $3.37K in Q2 2024. 7 funds tracked by Wall St. Rank hold BAMY as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Brookstone Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 127 Brookstone Yield ETF shares in Q3 2024, an estimated $3.37K.
  • Mascoma Wealth Management first reported a position in Brookstone Yield ETF in Q2 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Brookstone Yield ETF position peaked at $3.37K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q3 2024.

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