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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
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 New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Wealth's BAMY Position: Q1 2026 in Review

Simplicity Wealth reduced its Brookstone Yield ETF (BAMY) stake by 2.9% in Q1 2026, selling an estimated $6.38K and leaving 7,682 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #710.

Simplicity Wealth first reported a position in BAMY in Q2 2024 and has held it in 5 quarters since. The position peaked at $356K in Q2 2024. 9 funds tracked by Wall St. Rank hold BAMY as of Q1 2026.

  • Simplicity Wealth held 7,682 shares of Brookstone Yield ETF worth $210K as of Q1 2026.
  • Simplicity Wealth sold 230 Brookstone Yield ETF shares in Q1 2026, an estimated $6.38K.
  • Brookstone Yield ETF made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #710 holding.
  • Simplicity Wealth first reported a position in Brookstone Yield ETF in Q2 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Brookstone Yield ETF position peaked at $356K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.