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Winnow Wealth’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Winnow Wealth’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-210
Closed -$6.61K – 634
2024
Q4 		$6.61K Buy
+210
New +$6.96K 0.01% 199

Other funds holding BAMD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winnow Wealth's BAMD Position: Q1 2025 in Review

Winnow Wealth sold out of Brookstone Dividend Stock ETF (BAMD) in Q1 2025, closing a stake of 210 shares — an estimated $6.61K sold.

Winnow Wealth first reported a position in BAMD in Q4 2024 and held it in 1 quarter. The position peaked at $6.61K in Q4 2024. 11 funds tracked by Wall St. Rank hold BAMD as of Q1 2025.

  • Winnow Wealth reported no remaining Brookstone Dividend Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Winnow Wealth sold 210 Brookstone Dividend Stock ETF shares in Q1 2025, an estimated $6.61K.
  • Winnow Wealth first reported a position in Brookstone Dividend Stock ETF in Q4 2024 and held it in 1 quarter.
  • Winnow Wealth's Brookstone Dividend Stock ETF position peaked at $6.61K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q1 2025.

Based on Winnow Wealth's 13F filing for Q1 2025, filed 26 Aug 2025.