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 Q3	$1.11M	Buy	31,939 +21,876	+217%	+$761K	0.03%	433
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

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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Simplicity Wealth's BAMO Position: Q3 2026 in Review

Simplicity Wealth increased its Brookstone Opportunities ETF (BAMO) stake by 217% in Q3 2026, buying an estimated $761K and bringing the position to 31,939 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #433.

Simplicity Wealth first reported a position in BAMO in Q2 2024 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold BAMO as of Q3 2026.

Simplicity Wealth held 31,939 shares of Brookstone Opportunities ETF worth $1.11M as of Q3 2026.
Simplicity Wealth bought 21,876 Brookstone Opportunities ETF shares in Q3 2026, an estimated $761K.
Brookstone Opportunities ETF made up 0.03% of Simplicity Wealth's portfolio in Q3 2026, its #433 holding.
Simplicity Wealth first reported a position in Brookstone Opportunities ETF in Q2 2024 and has held it in 7 quarters since.
5 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q3 2026.

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