Simplicity Wealth’s Brookstone Active ETF BAMA Stock Holding History

Simplicity Wealth’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	$359K	Buy	9,788 +1,839	+23%	+$65.8K	0.01%	768
2026 Q1	$263K	Sell	7,949 -252	-3%	-$8.59K	0.01%	633
2025 Q4	$278K	Sell	8,201 -1,528	-16%	-$51.7K	0.02%	578
2025 Q3	$326K	Buy	+9,729	New	+$318K	0.02%	539
2025 Q2	–	Sell	-7,413	Closed	-$221K	–	593
2025 Q1	$221K	Buy	+7,413	New	+$228K	0.02%	504
2024 Q4	–	Sell	-12,826	Closed	-$392K	–	343
2024 Q3	$392K	Sell	12,826 -277	-2%	-$8.25K	0.04%	341
2024 Q2	$384K	Buy	+13,103	New	+$375K	0.01%	861

Other funds holding BAMA

BCM

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OAG

Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

Simplicity Wealth's BAMA Position: Q2 2026 in Review

Simplicity Wealth increased its Brookstone Active ETF (BAMA) stake by 23% in Q2 2026, buying an estimated $65.8K and bringing the position to 9,788 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #768.

Simplicity Wealth first reported a position in BAMA in Q2 2024 and has held it in 7 quarters since. The position peaked at $392K in Q3 2024. 11 funds tracked by Wall St. Rank hold BAMA as of Q2 2026.

Simplicity Wealth held 9,788 shares of Brookstone Active ETF worth $359K as of Q2 2026.
Simplicity Wealth bought 1,839 Brookstone Active ETF shares in Q2 2026, an estimated $65.8K.
Brookstone Active ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #768 holding.
Simplicity Wealth first reported a position in Brookstone Active ETF in Q2 2024 and has held it in 7 quarters since.
Simplicity Wealth's Brookstone Active ETF position peaked at $392K in Q3 2024.
11 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.