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Winnow Wealth’s Brookstone Yield ETF BAMY Stock Holding History

Winnow Wealth’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
2025
Q1 		– Sell
-113
Closed -$2.98K – 639
2024
Q4 		$2.98K Buy
+113
New +$3.05K ﹤0.01% 240

Other funds holding BAMY

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
CB
Chris Bulman Roseville, California $228M AUM 16.59% 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
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 BAMY Position: Q1 2025 in Review

Winnow Wealth sold out of Brookstone Yield ETF (BAMY) in Q1 2025, closing a stake of 113 shares — an estimated $2.98K sold.

Winnow Wealth first reported a position in BAMY in Q4 2024 and held it in 1 quarter. The position peaked at $2.98K in Q4 2024. 7 funds tracked by Wall St. Rank hold BAMY as of Q1 2025.

  • Winnow Wealth reported no remaining Brookstone Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Winnow Wealth sold 113 Brookstone Yield ETF shares in Q1 2025, an estimated $2.98K.
  • Winnow Wealth first reported a position in Brookstone Yield ETF in Q4 2024 and held it in 1 quarter.
  • Winnow Wealth's Brookstone Yield ETF position peaked at $2.98K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q1 2025.

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