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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
PSI
Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

Simplicity Wealth's BAMG Position: Q2 2026 in Review

Simplicity Wealth increased its Brookstone Growth Stock ETF (BAMG) stake by 25% in Q2 2026, buying an estimated $153K and bringing the position to 18,133 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #483.

Simplicity Wealth first reported a position in BAMG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2025. 8 funds tracked by Wall St. Rank hold BAMG as of Q2 2026.

  • Simplicity Wealth held 18,133 shares of Brookstone Growth Stock ETF worth $821K as of Q2 2026.
  • Simplicity Wealth bought 3,646 Brookstone Growth Stock ETF shares in Q2 2026, an estimated $153K.
  • Brookstone Growth Stock ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #483 holding.
  • Simplicity Wealth first reported a position in Brookstone Growth Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Brookstone Growth Stock ETF position peaked at $1.05M in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q2 2026.

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