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Brookstone Growth Stock ETF (BAMG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares2,769,087 from 2,899,261
Change-130,174 (-4%)
Value$124.3M (-$6.9M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares67,357 from 18,133
Change+49,224 (+271%)
Value$3.0M (+$2.2M)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares17,913 from 19,232
Change-1,319 (-7%)
Value$804.3K (-$66.5K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$26.1K (-$221)
Filed 2026-10-09
Planning Strategies Inc.
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$16.1K (-$136)
Filed 2026-10-02
Gradient Investments LLC
CLOSED
Shares0 from 6,992
Change-6,992 (-100%)
Value$0 (-$316.6K)
Filed 2026-10-08
Arkadios Wealth Advisors
N/A
Shares— from 64,494
Change-64,494 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,787
Change-12,787 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,502
Change-9,502 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 836
Change-836 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 776
Change-776 (-100%)
Value—
UBS Group AG
N/A
Shares— from 335
Change-335 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED2,769,0872,899,261-130,174-4%$131.3M$124.3M-$6.9M2026-10-22
Simplicity Wealth,LLC
INCREASED67,35718,133+49,224+271%$821.1K$3.0M+$2.2M2026-10-23
Chris Bulman Inc
DECREASED17,91319,232-1,319-7%$870.8K$804.3K-$66.5K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED58158100%$26.3K$26.1K-$2212026-10-09
Planning Strategies Inc.
UNCHANGED35835800%$16.2K$16.1K-$1362026-10-02
Gradient Investments LLC
CLOSED06,992-6,992-100%$316.6K$0-$316.6K2026-10-08
Arkadios Wealth Advisors
N/A—64,494-64,494-100%$2.9M———
GTS Securities LLC
N/A—12,787-12,787-100%$579.0K———
FSA Advisors, Inc.
N/A—9,502-9,502-100%$430.3K———
Impact Partnership Wealth, LLC
N/A—6,432-6,432-100%$291.2K———
Harbour Investments, Inc.
N/A—3,639-3,639-100%$164.8K———
AE Wealth Management LLC
N/A—1,146-1,146-100%$51.9K———
Osaic Holdings, Inc.
N/A—836-836-100%$37.9K———
JPMorgan Chase & Co
N/A—776-776-100%$34.8K———
UBS Group AG
N/A—335-335-100%$15.2K———
Showing 15 of 15 institutions