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BAMD

Brookstone Dividend Stock ETF
1W: +0.3% 1M: +1.2% 3M: -0.8% YTD: +8.0% 1Y: +5.5%
$32.71
+0.32 (+1.00%)
 
Weekly Expected Move ±1.3%
$31 $32 $32 $33 $33
ETF CBOE · AUM $98.8M
Key Statistics
AUM$99M
Holdings94
Top 10 Wt43.7%
Volume5,294
Avg Volume12,137
Beta0.53
Portfolio Fundamentals
P/E18.6
P/B3.6
Div Yield3.42%
ROE20.0%
% Profitable92%
Inception2023-09-27
Sector Allocation
Financial Services 25.5%
Energy 15.6%
Consumer Defensive 12.7%
Utilities 12.1%
Industrials 10.3%
Technology 6.9%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 BLACKSTONE INC BX 4.90% $4.7M 40,422
2 PAYCHEX INC PAYX 4.88% $4.7M 49,586
3 JPMORGAN CHASE JPM 4.80% $4.6M 15,337
4 ONEOK INC OKE 4.79% $4.6M 50,139
5 EVERSOURCE ENERG ES 4.66% $4.5M 65,084
6 EDISON INTL EIX 4.55% $4.4M 62,962
7 PEPSICO INC PEP 4.53% $4.4M 29,269
8 PROCTER & GAMBLE PG 3.87% $3.7M 26,180
9 PHILIP MORRIS IN PM 3.43% $3.3M 17,554
10 VIPER ENERGY I-A VNOM 3.27% $3.2M 66,218

Recent Holding Changes

Date Holding Change Details
2026-05-18 MTB Changed 1113 → 1105
2026-05-18 SFD Changed 15236 → 15134
2026-05-18 CMI Changed 1431 → 1421
2026-05-18 INSW Changed 19126 → 18998
2026-05-18 PM Changed 17672 → 17554

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms