WW
BAMU icon

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

Winnow Wealth’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
Q1 		– Sell
-210
Closed -$5.26K – 636
2024
Q4 		$5.26K Buy
+210
New +$5.32K 0.01% 208

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
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 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 $659M AUM 18.25% 1-Year Est. Return

Winnow Wealth's BAMU Position: Q1 2025 in Review

Winnow Wealth sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q1 2025, closing a stake of 210 shares — an estimated $5.26K sold.

Winnow Wealth first reported a position in BAMU in Q4 2024 and held it in 1 quarter. The position peaked at $5.26K in Q4 2024. 8 funds tracked by Wall St. Rank hold BAMU as of Q1 2025.

  • Winnow Wealth reported no remaining Brookstone Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Winnow Wealth sold 210 Brookstone Ultra-Short Bond ETF shares in Q1 2025, an estimated $5.26K.
  • Winnow Wealth first reported a position in Brookstone Ultra-Short Bond ETF in Q4 2024 and held it in 1 quarter.
  • Winnow Wealth's Brookstone Ultra-Short Bond ETF position peaked at $5.26K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q1 2025.

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