Brookstone Dividend Stock ETF
BAMD
BAMD
13 hedge funds and large institutions have $78.2M invested in Brookstone Dividend Stock ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+6
Holders Change %
+85.71%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
$55.1K |
| 2 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
$244K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $75.8M | +$840K | +27,216 | +1% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $902K | +$902K | +31,131 | New |
|
|
CB
3
Chris Bulman
Roseville,
California
| $718K | +$718K | +24,781 | New |
|
|
GS
4
GTS Securities
New York
| $290K | +$24.6K | +850 | +9% |
|
|
LA
5
Lifeworks Advisors
Grand Rapids,
Michigan
| $244K | -$31K | -1,070 | -11% |
|
|
TWP
6
Triad Wealth Partners
Lawrence,
Kansas
| $62.7K | +$62.7K | +2,162 | New |
|
|
GI
7
Gradient Investments
Arden Hills,
Minnesota
| $55.1K | -$103K | -3,561 | -65% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $24.6K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $9.53K | +$9.53K | +329 | New |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$3K | +119 | New |
|
|
CP
11
Camelot Portfolios
Maumee,
Ohio
| $2.96K | +$2.96K | +102 | New |
|
12
UBS Group
Zurich,
Switzerland
| $2.2K | +$2.2K | +76 | New |
|
|
TFGT
13
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
|
14
Fidelity Investments
Boston,
Massachusetts
| – | -$29 | -1 | Closed |
|