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 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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return