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Brookstone DIV Stock ETF (BAMD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares2,618,386 from 2,708,521
Change-90,135 (-3%)
Value$84.2M (-$4.1M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares69,511 from 16,660
Change+52,851 (+317%)
Value$2.2M (+$1.7M)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares19,932 from 21,163
Change-1,231 (-6%)
Value$640.8K (-$48.7K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$18.9K (-$252)
Filed 2026-10-09
Gradient Investments LLC
CLOSED
Shares0 from 7,549
Change-7,549 (-100%)
Value$0 (-$245.9K)
Filed 2026-10-08
Susquehanna International Group, LLP
N/A
Shares— from 18,494
Change-18,494 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 848
Change-848 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED2,618,3862,708,521-90,135-3%$88.2M$84.2M-$4.1M2026-10-22
Simplicity Wealth,LLC
INCREASED69,51116,660+52,851+317%$542.8K$2.2M+$1.7M2026-10-23
Chris Bulman Inc
DECREASED19,93221,163-1,231-6%$689.5K$640.8K-$48.7K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED58758700%$19.1K$18.9K-$2522026-10-09
Gradient Investments LLC
CLOSED07,549-7,549-100%$245.9K$0-$245.9K2026-10-08
Susquehanna International Group, LLP
N/A—18,494-18,494-100%$602.5K———
GTS Securities LLC
N/A—12,120-12,120-100%$394.9K———
FSA Advisors, Inc.
N/A—9,918-9,918-100%$323.1K———
JPMorgan Chase & Co
N/A—2,151-2,151-100%$70.3K———
Osaic Holdings, Inc.
N/A—848-848-100%$27.6K———
AE Wealth Management LLC
N/A—552-552-100%$18.0K———
Showing 11 of 11 institutions