Oakmont Advisory Group’s Brookstone Value Stock ETF BAMV Stock Holding History

Oakmont Advisory Group’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
2026 Q2	$27.8K	Buy	+791	New	+$27.4K	0.02%	225

Other funds holding BAMV

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

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Oakmont Advisory Group opened a new position in Brookstone Value Stock ETF (BAMV) in Q2 2026: 791 shares worth $27.8K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings.

15 funds tracked by Wall St. Rank hold BAMV as of Q2 2026.

Oakmont Advisory Group held 791 shares of Brookstone Value Stock ETF worth $27.8K as of Q2 2026.
Brookstone Value Stock ETF was a new Oakmont Advisory Group position in Q2 2026.
Brookstone Value Stock ETF made up 0.02% of Oakmont Advisory Group's portfolio in Q2 2026, its #225 holding.
15 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q2 2026.

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