Osaic Holdings
BAMO icon

Osaic Holdings’s Brookstone Opportunities ETF BAMO Stock Holding History

Osaic Holdings’s Portfolio BAMO Stock Details BAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1K Hold
443
– – ﹤0.01% 6090
2025
Q4 		$14.4K Hold
443
– – ﹤0.01% 6090
2025
Q3 		$14K Hold
443
– – ﹤0.01% 6155
2025
Q2 		$13.8K Hold
443
– – ﹤0.01% 5964
2025
Q1 		$13K Hold
443
– – ﹤0.01% 5640
2024
Q4 		$13.4K Hold
443
– – ﹤0.01% 5607
2024
Q3 		$13.3K Hold
443
– – ﹤0.01% 5636
2024
Q2 		$12.9K Hold
443
– – ﹤0.01% 5627
2024
Q1 		$12.6K Buy
+443
New +$12.2K ﹤0.01% 5626

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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 $228M AUM 16.59% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return