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Brookstone Value Stock ETF (BAMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares3,114,506 from 2,664,258
Change+450,248 (+17%)
Value$112.8M (+$19.2M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares67,762 from 18,716
Change+49,046 (+262%)
Value$2.5M (+$1.8M)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares19,457 from 20,663
Change-1,206 (-6%)
Value$704.9K (-$21.7K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$20.9K (+$614)
Filed 2026-10-09
Gradient Investments LLC
CLOSED
Shares0 from 7,200
Change-7,200 (-100%)
Value$0 (-$253.2K)
Filed 2026-10-08
Arkadios Wealth Advisors
N/A
Shares— from 58,383
Change-58,383 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,226
Change-12,226 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 7,502
Change-7,502 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 838
Change-838 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 85
Change-85 (-100%)
Value—
Status
Brookstone Capital Management
INCREASED3,114,5062,664,258+450,248+17%$93.7M$112.8M+$19.2M2026-10-22
Simplicity Wealth,LLC
INCREASED67,76218,716+49,046+262%$658.1K$2.5M+$1.8M2026-10-23
Chris Bulman Inc
DECREASED19,45720,663-1,206-6%$726.6K$704.9K-$21.7K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED57657600%$20.3K$20.9K+$6142026-10-09
Gradient Investments LLC
CLOSED07,200-7,200-100%$253.2K$0-$253.2K2026-10-08
Arkadios Wealth Advisors
N/A—58,383-58,383-100%$2.1M———
Susquehanna International Group, LLP
N/A—12,226-12,226-100%$429.9K———
FSA Advisors, Inc.
N/A—9,891-9,891-100%$347.8K———
Impact Partnership Wealth, LLC
N/A—7,502-7,502-100%$263.8K———
Harbour Investments, Inc.
N/A—3,968-3,968-100%$139.5K———
UBS Group AG
N/A—1,605-1,605-100%$56.4K———
AE Wealth Management LLC
N/A—1,311-1,311-100%$46.1K———
Osaic Holdings, Inc.
N/A—838-838-100%$29.5K———
Oakmont Advisory Group, LLC
N/A—791-791-100%$27.8K———
JPMorgan Chase & Co
N/A—85-85-100%$3.0K———
Showing 15 of 15 institutions