Simplicity Wealth’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Simplicity Wealth’s Portfolio BAMD Stock Details BAMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$543K	Buy	16,660 +2,144	+15%	+$69K	0.02%	611
2026 Q1	$452K	Sell	14,516 -415	-3%	-$13K	0.03%	476
2025 Q4	$448K	Sell	14,931 -2,294	-13%	-$69.7K	0.03%	459
2025 Q3	$541K	Sell	17,225 -10,897	-39%	-$340K	0.03%	422
2025 Q2	$869K	Buy	28,122 +13,529	+93%	+$414K	0.04%	357
2025 Q1	$471K	Buy	+14,593	New	+$464K	0.04%	356
2024 Q4	–	Sell	-30,537	Closed	-$1.01M	–	345
2024 Q3	$1.01M	Sell	30,537 -594	-2%	-$18.6K	0.09%	195
2024 Q2	$902K	Buy	+31,131	New	+$895K	0.02%	565

Other funds holding BAMD

BCM

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

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

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

AAG

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Wealth's BAMD Position: Q2 2026 in Review

Simplicity Wealth increased its Brookstone Dividend Stock ETF (BAMD) stake by 15% in Q2 2026, buying an estimated $69K and bringing the position to 16,660 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #611.

Simplicity Wealth first reported a position in BAMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2024. 6 funds tracked by Wall St. Rank hold BAMD as of Q2 2026.

Simplicity Wealth held 16,660 shares of Brookstone Dividend Stock ETF worth $543K as of Q2 2026.
Simplicity Wealth bought 2,144 Brookstone Dividend Stock ETF shares in Q2 2026, an estimated $69K.
Brookstone Dividend Stock ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #611 holding.
Simplicity Wealth first reported a position in Brookstone Dividend Stock ETF in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's Brookstone Dividend Stock ETF position peaked at $1.01M in Q3 2024.
6 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q2 2026.

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