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Simplicity Wealth’s Brookstone Yield ETF BAMY Stock Holding History

Simplicity Wealth’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Buy
9,758
+2,076
+27% +$57.3K 0.01% 877
2026
Q1 		$210K Sell
7,682
-230
-3% -$6.38K 0.01% 710
2025
Q4 		$220K Sell
7,912
-1,028
-11% -$28.7K 0.01% 649
2025
Q3 		$247K Buy
+8,940
New +$246K 0.01% 614
2024
Q4 		– Sell
-13,153
Closed -$351K – 350
2024
Q3 		$351K Sell
13,153
-274
-2% -$7.26K 0.03% 366
2024
Q2 		$356K Buy
+13,427
New +$357K 0.01% 890

Other funds holding BAMY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Wealth's BAMY Position: Q2 2026 in Review

Simplicity Wealth increased its Brookstone Yield ETF (BAMY) stake by 27% in Q2 2026, buying an estimated $57.3K and bringing the position to 9,758 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #877.

Simplicity Wealth first reported a position in BAMY in Q2 2024 and has held it in 6 quarters since. The position peaked at $356K in Q2 2024. 10 funds tracked by Wall St. Rank hold BAMY as of Q2 2026.

  • Simplicity Wealth held 9,758 shares of Brookstone Yield ETF worth $268K as of Q2 2026.
  • Simplicity Wealth bought 2,076 Brookstone Yield ETF shares in Q2 2026, an estimated $57.3K.
  • Brookstone Yield ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #877 holding.
  • Simplicity Wealth first reported a position in Brookstone Yield ETF in Q2 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Brookstone Yield ETF position peaked at $356K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q2 2026.

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