Morgan Stanley
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Morgan Stanley’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Morgan Stanley’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,644
Closed -$331K – 8425
2026
Q1 		$331K Buy
+10,644
New +$334K ﹤0.01% 5670

Other funds holding BAMD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Morgan Stanley's BAMD Position: Q2 2026 in Review

Morgan Stanley sold out of Brookstone Dividend Stock ETF (BAMD) in Q2 2026, closing a stake of 10,644 shares — an estimated $331K sold.

Morgan Stanley first reported a position in BAMD in Q1 2026 and held it in 1 quarter. The position peaked at $331K in Q1 2026. 11 funds tracked by Wall St. Rank hold BAMD as of Q2 2026.

  • Morgan Stanley reported no remaining Brookstone Dividend Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 10,644 Brookstone Dividend Stock ETF shares in Q2 2026, an estimated $331K.
  • Morgan Stanley first reported a position in Brookstone Dividend Stock ETF in Q1 2026 and held it in 1 quarter.
  • Morgan Stanley's Brookstone Dividend Stock ETF position peaked at $331K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.