OAG
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Oakmont Advisory Group’s Brookstone Active ETF BAMA Stock Holding History

Oakmont Advisory Group’s Portfolio BAMA Stock Details BAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2K Buy
+442
New +$15.8K 0.01% 275

Other funds holding BAMA

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oakmont Advisory Group's BAMA Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Brookstone Active ETF (BAMA) in Q2 2026: 442 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

11 funds tracked by Wall St. Rank hold BAMA as of Q2 2026.

  • Oakmont Advisory Group held 442 shares of Brookstone Active ETF worth $16.2K as of Q2 2026.
  • Brookstone Active ETF was a new Oakmont Advisory Group position in Q2 2026.
  • Brookstone Active ETF made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #275 holding.
  • 11 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.