Northwestern Mutual Wealth Management
BAMV icon

Northwestern Mutual Wealth Management’s Brookstone Value Stock ETF BAMV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BAMV Stock Details BAMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-866
Closed -$27K – 3684
2025
Q1 		$27K Buy
+866
New +$27.2K ﹤0.01% 2405

Other funds holding BAMV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Northwestern Mutual Wealth Management's BAMV Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Brookstone Value Stock ETF (BAMV) in Q2 2025, closing a stake of 866 shares — an estimated $27K sold.

Northwestern Mutual Wealth Management first reported a position in BAMV in Q1 2025 and held it in 1 quarter. The position peaked at $27K in Q1 2025. 13 funds tracked by Wall St. Rank hold BAMV as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Brookstone Value Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 866 Brookstone Value Stock ETF shares in Q2 2025, an estimated $27K.
  • Northwestern Mutual Wealth Management first reported a position in Brookstone Value Stock ETF in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Brookstone Value Stock ETF position peaked at $27K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.