Planning Strategies
BAMG icon

Planning Strategies’s Brookstone Growth Stock ETF BAMG Stock Holding History

Planning Strategies’s Portfolio BAMG Stock Details BAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.1K Hold
358
– – 0.01% 271
2026
Q2 		$16.2K Buy
+358
New +$15K 0.01% 267

Other funds holding BAMG

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Chris Bulman
Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $230M AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Impact Partnership Wealth
Impact Partnership Wealth Marietta, Georgia $1.14B AUM 10.21% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Planning Strategies's BAMG Position: Q3 2026 in Review

Planning Strategies held its Brookstone Growth Stock ETF (BAMG) position steady in Q3 2026 at 358 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #271.

Planning Strategies first reported a position in BAMG in Q2 2026 and has held it in 2 quarters since. The position peaked at $16.2K in Q2 2026. 13 funds tracked by Wall St. Rank hold BAMG as of Q3 2026.

  • Planning Strategies held 358 shares of Brookstone Growth Stock ETF worth $16.1K as of Q3 2026.
  • Planning Strategies left its Brookstone Growth Stock ETF share count unchanged in Q3 2026.
  • Brookstone Growth Stock ETF made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #271 holding.
  • Planning Strategies first reported a position in Brookstone Growth Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Brookstone Growth Stock ETF position peaked at $16.2K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.