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Winnow Wealth’s Brookstone Opportunities ETF BAMO Stock Holding History

Winnow Wealth’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
Q1 		– Sell
-108
Closed -$3.25K – 635
2024
Q4 		$3.25K Buy
+108
New +$3.29K ﹤0.01% 235

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
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
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Winnow Wealth's BAMO Position: Q1 2025 in Review

Winnow Wealth sold out of Brookstone Opportunities ETF (BAMO) in Q1 2025, closing a stake of 108 shares — an estimated $3.25K sold.

Winnow Wealth first reported a position in BAMO in Q4 2024 and held it in 1 quarter. The position peaked at $3.25K in Q4 2024. 7 funds tracked by Wall St. Rank hold BAMO as of Q1 2025.

  • Winnow Wealth reported no remaining Brookstone Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Winnow Wealth sold 108 Brookstone Opportunities ETF shares in Q1 2025, an estimated $3.25K.
  • Winnow Wealth first reported a position in Brookstone Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • Winnow Wealth's Brookstone Opportunities ETF position peaked at $3.25K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q1 2025.

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