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Triad Wealth Partners’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Triad Wealth Partners’s Portfolio BAMU Stock Details BAMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,850
Closed -$477K – 373
2025
Q2 		$477K Buy
18,850
+4,708
+33% +$119K 0.1% 161
2025
Q1 		$358K Buy
+14,142
New +$357K 0.11% 136
2024
Q3 		– Sell
-3,415
Closed -$86.3K – 132
2024
Q2 		$86.3K Buy
+3,415
New +$86.5K 0.05% 167

Other funds holding BAMU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Triad Wealth Partners sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q3 2025, closing a stake of 18,850 shares — an estimated $477K sold.

Triad Wealth Partners first reported a position in BAMU in Q2 2024 and held it in 3 quarters. The position peaked at $477K in Q2 2025. 8 funds tracked by Wall St. Rank hold BAMU as of Q3 2025.

  • Triad Wealth Partners reported no remaining Brookstone Ultra-Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 18,850 Brookstone Ultra-Short Bond ETF shares in Q3 2025, an estimated $477K.
  • Triad Wealth Partners first reported a position in Brookstone Ultra-Short Bond ETF in Q2 2024 and held it in 3 quarters.
  • Triad Wealth Partners's Brookstone Ultra-Short Bond ETF position peaked at $477K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q3 2025.

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