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Planning Strategies Inc.’s Brookstone Growth Stock ETF BAMG Stock Holding History

Planning Strategies Inc.’s Portfolio BAMG Stock Details BAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2K Buy
+358
New +$15K 0.01% 267

Other funds holding BAMG

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Planning Strategies Inc.'s BAMG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Brookstone Growth Stock ETF (BAMG) in Q2 2026: 358 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings.

6 funds tracked by Wall St. Rank hold BAMG as of Q2 2026.

  • Planning Strategies Inc. held 358 shares of Brookstone Growth Stock ETF worth $16.2K as of Q2 2026.
  • Brookstone Growth Stock ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Brookstone Growth Stock ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #267 holding.
  • 6 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.