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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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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.