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Brookstone Opportunities ETF (BAMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares1,147,526 from 1,267,814
Change-120,288 (-9%)
Value$39.7M (-$4.0M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares31,939 from 10,063
Change+21,876 (+217%)
Value$1.1M (+$758.8K)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares7,104 from 7,497
Change-393 (-5%)
Value$246.0K (-$12.7K)
Filed 2026-10-20
GTS Securities LLC
N/A
Shares— from 32,179
Change-32,179 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 443
Change-443 (-100%)
Value—
UBS Group AG
N/A
Shares— from 382
Change-382 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED1,147,5261,267,814-120,288-9%$43.8M$39.7M-$4.0M2026-10-22
Simplicity Wealth,LLC
INCREASED31,93910,063+21,876+217%$347.3K$1.1M+$758.8K2026-10-23
Chris Bulman Inc
DECREASED7,1047,497-393-5%$258.7K$246.0K-$12.7K2026-10-20
GTS Securities LLC
N/A—32,179-32,179-100%$1.1M———
Harbour Investments, Inc.
N/A—1,891-1,891-100%$65.3K———
AE Wealth Management LLC
N/A—1,840-1,840-100%$63.5K———
Oakmont Advisory Group, LLC
N/A—449-449-100%$15.5K———
Osaic Holdings, Inc.
N/A—443-443-100%$15.3K———
UBS Group AG
N/A—382-382-100%$13.2K———
Showing 9 of 9 institutions