Triad Wealth Partners
BAMD icon

Triad Wealth Partners’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Triad Wealth Partners’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,487
Closed -$262K – 371
2025
Q2 		$262K Buy
8,487
+1,664
+24% +$50.9K 0.05% 237
2025
Q1 		$220K Buy
+6,823
New +$217K 0.07% 194
2024
Q3 		– Sell
-2,162
Closed -$62.7K – 130
2024
Q2 		$62.7K Buy
+2,162
New +$62.1K 0.03% 195

Other funds holding BAMD

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Chris Bulman
Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Impact Partnership Wealth
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Triad Wealth Partners sold out of Brookstone Dividend Stock ETF (BAMD) in Q3 2025, closing a stake of 8,487 shares — an estimated $262K sold.

Triad Wealth Partners first reported a position in BAMD in Q2 2024 and held it in 3 quarters. The position peaked at $262K in Q2 2025. 10 funds tracked by Wall St. Rank hold BAMD as of Q3 2025.

  • Triad Wealth Partners reported no remaining Brookstone Dividend Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 8,487 Brookstone Dividend Stock ETF shares in Q3 2025, an estimated $262K.
  • Triad Wealth Partners first reported a position in Brookstone Dividend Stock ETF in Q2 2024 and held it in 3 quarters.
  • Triad Wealth Partners's Brookstone Dividend Stock ETF position peaked at $262K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q3 2025.

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