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Winnow Wealth’s Brookstone Value Stock ETF BAMV Stock Holding History

Winnow Wealth’s Portfolio BAMV Stock Details BAMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-202
Closed -$6.16K – 637
2024
Q4 		$6.16K Buy
+202
New +$6.47K 0.01% 202

Other funds holding BAMV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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
IPW
Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winnow Wealth's BAMV Position: Q1 2025 in Review

Winnow Wealth sold out of Brookstone Value Stock ETF (BAMV) in Q1 2025, closing a stake of 202 shares — an estimated $6.16K sold.

Winnow Wealth first reported a position in BAMV in Q4 2024 and held it in 1 quarter. The position peaked at $6.16K in Q4 2024. 14 funds tracked by Wall St. Rank hold BAMV as of Q1 2025.

  • Winnow Wealth reported no remaining Brookstone Value Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Winnow Wealth sold 202 Brookstone Value Stock ETF shares in Q1 2025, an estimated $6.16K.
  • Winnow Wealth first reported a position in Brookstone Value Stock ETF in Q4 2024 and held it in 1 quarter.
  • Winnow Wealth's Brookstone Value Stock ETF position peaked at $6.16K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q1 2025.

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