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Triad Wealth Partners’s Brookstone Active ETF BAMA Stock Holding History

Triad Wealth Partners’s Portfolio BAMA Stock Details BAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,068
Closed -$226K – 369
2025
Q2 		$226K Buy
+7,068
New +$214K 0.05% 262
2024
Q3 		– Sell
-1,353
Closed -$39.6K – 128
2024
Q2 		$39.6K Buy
+1,353
New +$38.7K 0.02% 259

Other funds holding BAMA

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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Triad Wealth Partners's BAMA Position: Q3 2025 in Review

Triad Wealth Partners sold out of Brookstone Active ETF (BAMA) in Q3 2025, closing a stake of 7,068 shares — an estimated $226K sold.

Triad Wealth Partners first reported a position in BAMA in Q2 2024 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 9 funds tracked by Wall St. Rank hold BAMA as of Q3 2025.

  • Triad Wealth Partners reported no remaining Brookstone Active ETF position as of Q3 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 7,068 Brookstone Active ETF shares in Q3 2025, an estimated $226K.
  • Triad Wealth Partners first reported a position in Brookstone Active ETF in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's Brookstone Active ETF position peaked at $226K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q3 2025.

Based on Triad Wealth Partners's 13F filing for Q3 2025, filed 30 Oct 2025.