BAMO Institutional Ownership
Brookstone Opportunities ETF
1W: -0.3%
1M: -0.3%
3M: +0.3%
YTD: +6.5%
1Y: +8.8%
3Y: +43.1%
$34.77
+0.17 (+0.48%)
Weekly Expected Move ±0.9%
$34
$34
$35
$35
$35
Overview
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Institutional Ownership — BAMO
9
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
46M
Total Invested
1
New Positions
3
Increased
4
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1,267,814 | 44M | -50,821 | -3.9% | 11Q | SEC ↗ |
| 2 | GTS SECURITIES LLC | 32,179 | 1M | +10,776 | +50.3% | 6Q | SEC ↗ |
| 3 | Simplicity Wealth,LLC | 10,063 | 350K | +2,008 | +24.9% | 4Q | SEC ↗ |
| 4 | Chris Bulman Inc | 7,497 | 261K | -158 | -2.1% | 9Q | SEC ↗ |
| 5 | HARBOUR INVESTMENTS, INC. | 1,891 | 66K | -478 | -20.2% | 5Q | SEC ↗ |
| 6 | AE Wealth Management LLC | 1,840 | 64K | +1,824 | +11400.0% | 3Q | SEC ↗ |
| 7 | Oakmont Advisory Group, LLC NEW | 449 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 443 | 15K | — | +0.0% | 10Q | SEC ↗ |
| 9 | UBS Group AG | 382 | 13K | -1,733 | -81.9% | 3Q | SEC ↗ |
| 10 | Anfield Capital Management, LLC | 371 | 13K | — | +0.0% | 5Q | SEC ↗ |
| 11 | AlphaStar Capital Management, LLC | 0 | 0K | -16,265 | -100.0% | 1Q | SEC ↗ |
| 12 | Key Capital Management, INC | 0 | 0K | -59 | -100.0% | 1Q | SEC ↗ |
| 13 | Wealth Watch Advisors, INC | 0 | 0K | -22 | -100.0% | 1Q | SEC ↗ |
| 14 | Camelot Portfolios, LLC | 0 | 0K | -159 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Oakmont Advisory Group, LLC | 449 | 16K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AlphaStar Capital Management, LLC | 16,265 | 566K |
| Camelot Portfolios, LLC | 159 | 6K |
| Key Capital Management, INC | 59 | 2K |
| Wealth Watch Advisors, INC | 22 | 1K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | +10,776 | +50.3% | 32,179 |
| Simplicity Wealth,LLC | +2,008 | +24.9% | 10,063 |
| AE Wealth Management LLC | +1,824 | +11400.0% | 1,840 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Brookstone Capital Management | -50,821 | -3.9% | 1,267,814 |
| UBS Group AG | -1,733 | -81.9% | 382 |
| HARBOUR INVESTMENTS, INC. | -478 | -20.2% | 1,891 |
| Chris Bulman Inc | -158 | -2.1% | 7,497 |