Wells Fargo
BAMY icon

Wells Fargo’s Brookstone Yield ETF BAMY Stock Holding History

Wells Fargo’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-256
Closed -$6.78K – 6913
2024
Q2 		$6.78K Buy
+256
New +$6.81K ﹤0.01% 5819

Other funds holding BAMY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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 $1.56T 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
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Wells Fargo's BAMY Position: Q3 2024 in Review

Wells Fargo sold out of Brookstone Yield ETF (BAMY) in Q3 2024, closing a stake of 256 shares — an estimated $6.78K sold.

Wells Fargo first reported a position in BAMY in Q2 2024 and held it in 1 quarter. The position peaked at $6.78K in Q2 2024. 7 funds tracked by Wall St. Rank hold BAMY as of Q3 2024.

  • Wells Fargo reported no remaining Brookstone Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Fargo sold 256 Brookstone Yield ETF shares in Q3 2024, an estimated $6.78K.
  • Wells Fargo first reported a position in Brookstone Yield ETF in Q2 2024 and held it in 1 quarter.
  • Wells Fargo's Brookstone Yield ETF position peaked at $6.78K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q3 2024.

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