SW
BAMO icon

Simplicity Wealth’s Brookstone Opportunities ETF BAMO Stock Holding History

Simplicity Wealth’s Portfolio BAMO Stock Details BAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$347K Buy
10,063
+2,008
+25% +$67.8K 0.01% 777
2026
Q1 		$256K Sell
8,055
-255
-3% -$8.31K 0.01% 642
2025
Q4 		$271K Sell
8,310
-1,006
-11% -$32.6K 0.02% 592
2025
Q3 		$299K Buy
+9,316
New +$294K 0.02% 566
2024
Q4 		– Sell
-12,872
Closed -$385K – 346
2024
Q3 		$385K Sell
12,872
-280
-2% -$8.19K 0.04% 347
2024
Q2 		$382K Buy
+13,152
New +$373K 0.01% 863

Other funds holding BAMO

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

Simplicity Wealth's BAMO Position: Q2 2026 in Review

Simplicity Wealth increased its Brookstone Opportunities ETF (BAMO) stake by 25% in Q2 2026, buying an estimated $67.8K and bringing the position to 10,063 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #777.

Simplicity Wealth first reported a position in BAMO in Q2 2024 and has held it in 6 quarters since. The position peaked at $385K in Q3 2024. 5 funds tracked by Wall St. Rank hold BAMO as of Q2 2026.

  • Simplicity Wealth held 10,063 shares of Brookstone Opportunities ETF worth $347K as of Q2 2026.
  • Simplicity Wealth bought 2,008 Brookstone Opportunities ETF shares in Q2 2026, an estimated $67.8K.
  • Brookstone Opportunities ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #777 holding.
  • Simplicity Wealth first reported a position in Brookstone Opportunities ETF in Q2 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Brookstone Opportunities ETF position peaked at $385K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q2 2026.

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