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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACM

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

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

Triad Wealth Partners sold out of Brookstone Opportunities ETF (BAMO) in Q3 2025, closing a stake of 7,129 shares — an estimated $222K sold.

Triad Wealth Partners first reported a position in BAMO in Q2 2024 and held it in 2 quarters. The position peaked at $222K in Q2 2025. 7 funds tracked by Wall St. Rank hold BAMO as of Q3 2025.

Triad Wealth Partners reported no remaining Brookstone Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Triad Wealth Partners sold 7,129 Brookstone Opportunities ETF shares in Q3 2025, an estimated $222K.
Triad Wealth Partners first reported a position in Brookstone Opportunities ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's Brookstone Opportunities ETF position peaked at $222K in Q2 2025.
7 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q3 2025.

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