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 Q3	$956K	Buy	36,033 +26,275	+269%	+$718K	0.03%	474
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

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

Simplicity Wealth's BAMY Position: Q3 2026 in Review

Simplicity Wealth increased its Brookstone Yield ETF (BAMY) stake by 269% in Q3 2026, buying an estimated $718K and bringing the position to 36,033 shares worth $956K. The position accounts for 0.03% of the portfolio, ranked #474.

Simplicity Wealth first reported a position in BAMY in Q2 2024 and has held it in 7 quarters since. 3 funds tracked by Wall St. Rank hold BAMY as of Q3 2026.

Simplicity Wealth held 36,033 shares of Brookstone Yield ETF worth $956K as of Q3 2026.
Simplicity Wealth bought 26,275 Brookstone Yield ETF shares in Q3 2026, an estimated $718K.
Brookstone Yield ETF made up 0.03% of Simplicity Wealth's portfolio in Q3 2026, its #474 holding.
Simplicity Wealth first reported a position in Brookstone Yield ETF in Q2 2024 and has held it in 7 quarters since.
3 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q3 2026.

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