Triad Wealth Partners’s Brookstone Opportunities ETF BAMO Stock Holding History

Triad Wealth Partners’s Portfolio BAMO Stock Details BAMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,129	Closed	-$222K	–	372
2025 Q2	$222K	Buy	+7,129	New	+$213K	0.04%	265
2024 Q3	–	Sell	-1,350	Closed	-$39.2K	–	131
2024 Q2	$39.2K	Buy	+1,350	New	+$38.2K	0.02%	262

Other funds holding BAMO

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return