Triad Wealth Partners
BAMG icon

Triad Wealth Partners’s Brookstone Growth Stock ETF BAMG Stock Holding History

Triad Wealth Partners’s Portfolio BAMG Stock Details BAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,563
Closed -$311K – 375
2025
Q2 		$311K Buy
8,563
+1,634
+24% +$54.3K 0.06% 213
2025
Q1 		$221K Buy
+6,929
New +$237K 0.07% 192
2024
Q3 		– Sell
-1,983
Closed -$61.8K – 134
2024
Q2 		$61.8K Buy
+1,983
New +$59.2K 0.03% 199

Other funds holding BAMG

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 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
Impact Partnership Wealth
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
Anfield Capital Management
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
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 BAMG Position: Q3 2025 in Review

Triad Wealth Partners sold out of Brookstone Growth Stock ETF (BAMG) in Q3 2025, closing a stake of 8,563 shares — an estimated $311K sold.

Triad Wealth Partners first reported a position in BAMG in Q2 2024 and held it in 3 quarters. The position peaked at $311K in Q2 2025. 11 funds tracked by Wall St. Rank hold BAMG as of Q3 2025.

  • Triad Wealth Partners reported no remaining Brookstone Growth Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 8,563 Brookstone Growth Stock ETF shares in Q3 2025, an estimated $311K.
  • Triad Wealth Partners first reported a position in Brookstone Growth Stock ETF in Q2 2024 and held it in 3 quarters.
  • Triad Wealth Partners's Brookstone Growth Stock ETF position peaked at $311K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q3 2025.

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