Simplicity Wealth’s Brookstone Growth Stock ETF BAMG Stock Holding History

Simplicity Wealth’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	$3.02M	Buy	67,357 +49,224	+271%	+$2.18M	0.09%	228
2026 Q2	$821K	Buy	18,133 +3,646	+25%	+$153K	0.03%	483
2026 Q1	$529K	Sell	14,487 -677	-4%	-$26.3K	0.03%	443
2025 Q4	$609K	Sell	15,164 -2,371	-14%	-$93.5K	0.04%	384
2025 Q3	$668K	Sell	17,535 -11,495	-40%	-$425K	0.04%	383
2025 Q2	$1.05M	Buy	29,030 +13,584	+88%	+$451K	0.04%	321
2025 Q1	$493K	Buy	+15,446	New	+$529K	0.04%	342
2024 Q4	–	Sell	-29,602	Closed	-$984K	–	349
2024 Q3	$984K	Sell	29,602 -596	-2%	-$19K	0.09%	196
2024 Q2	$940K	Buy	+30,198	New	+$902K	0.02%	548

Other funds holding BAMG

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Simplicity Wealth's BAMG Position: Q3 2026 in Review

Simplicity Wealth increased its Brookstone Growth Stock ETF (BAMG) stake by 271% in Q3 2026, buying an estimated $2.18M and bringing the position to 67,357 shares worth $3.02M. The position accounts for 0.09% of the portfolio, ranked #228.

Simplicity Wealth first reported a position in BAMG in Q2 2024 and has held it in 9 quarters since. 5 funds tracked by Wall St. Rank hold BAMG as of Q3 2026.

Simplicity Wealth held 67,357 shares of Brookstone Growth Stock ETF worth $3.02M as of Q3 2026.
Simplicity Wealth bought 49,224 Brookstone Growth Stock ETF shares in Q3 2026, an estimated $2.18M.
Brookstone Growth Stock ETF made up 0.09% of Simplicity Wealth's portfolio in Q3 2026, its #228 holding.
Simplicity Wealth first reported a position in Brookstone Growth Stock ETF in Q2 2024 and has held it in 9 quarters since.
5 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.