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Brookstone Dividend Stock ETF
BAMD

Overview Fund Trends Analyst Outlook Journalist POV

11 hedge funds and large institutions have $91.3M invested in Brookstone Dividend Stock ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
11
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$3.43M
2
+$471K
3
+$239K
4
TWP
Triad Wealth Partners
Kansas
+$220K
5
FA
FSA Advisors
Michigan
+$212K

Top Sellers

1
-$367K
2
-$256K
3
-$168K
4
UBS Group
UBS Group
Switzerland
-$9.85K
5
WW
Winnow Wealth
Texas
-$6.61K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$88.5M
CB
2
Chris Bulman
California
$765K
GS
3
GTS Securities
New York
$639K
SW
4
Simplicity Wealth
New Jersey
$471K
OMC
5
Old Mission Capital
Illinois
$239K
TWP
6
Triad Wealth Partners
Kansas
$220K
IPW
7
Impact Partnership Wealth
Georgia
$214K
FA
8
FSA Advisors
Michigan
$212K
ACM
9
Anfield Capital Management
California
$38.6K
Osaic Holdings
10
Osaic Holdings
Arizona
$27.4K
TFGT
11
TS Financial Group (TSFG)
Illinois
$2K
Citadel Advisors
12
Citadel Advisors
Florida
–
UBS Group
13
UBS Group
Switzerland
–
WW
14
Winnow Wealth
Texas
–
Fidelity Investments
15
Fidelity Investments
Massachusetts
–