Wells Fargo
BAMA icon

Wells Fargo’s Brookstone Active ETF BAMA Stock Holding History

Wells Fargo’s Portfolio BAMA Stock Details BAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-257
Closed -$7.53K – 6906
2024
Q2 		$7.53K Buy
+257
New +$7.35K ﹤0.01% 5803

Other funds holding BAMA

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Wells Fargo's BAMA Position: Q3 2024 in Review

Wells Fargo sold out of Brookstone Active ETF (BAMA) in Q3 2024, closing a stake of 257 shares — an estimated $7.53K sold.

Wells Fargo first reported a position in BAMA in Q2 2024 and held it in 1 quarter. The position peaked at $7.53K in Q2 2024. 8 funds tracked by Wall St. Rank hold BAMA as of Q3 2024.

  • Wells Fargo reported no remaining Brookstone Active ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Fargo sold 257 Brookstone Active ETF shares in Q3 2024, an estimated $7.53K.
  • Wells Fargo first reported a position in Brookstone Active ETF in Q2 2024 and held it in 1 quarter.
  • Wells Fargo's Brookstone Active ETF position peaked at $7.53K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q3 2024.

Based on Wells Fargo's 13F filing for Q3 2024, filed 13 Nov 2024.