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BAMD

Brookstone Dividend Stock ETF
1W: +0.2% 1M: +0.3% 3M: +4.3% YTD: +8.3% 1Y: +6.9%
$32.93
+0.42 (+1.30%)
 
Weekly Expected Move ±1.3%
$31 $32 $32 $33 $33
ETF CBOE · AUM $96.2M
Key Statistics
AUM$96M
Holdings94
Top 10 Wt43.8%
Volume15,006
Avg Volume11,642
Beta0.50
Portfolio Fundamentals
P/E19.2
P/B3.7
Div Yield3.49%
ROE20.0%
% Profitable92%
Inception2023-09-27
Sector Allocation
Financial Services 26.1%
Energy 15.0%
Consumer Defensive 12.6%
Utilities 12.2%
Industrials 10.6%
Technology 7.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 PAYCHEX INC PAYX 5.22% $5.0M 49,256
2 BLACKSTONE INC BX 4.99% $4.8M 40,152
3 JPMORGAN CHASE JPM 4.94% $4.7M 15,235
4 ONEOK INC OKE 4.74% $4.5M 49,967
5 EVERSOURCE ENERG ES 4.71% $4.5M 64,984
6 EDISON INTL EIX 4.69% $4.5M 62,632
7 PEPSICO INC PEP 4.40% $4.2M 29,071
8 PROCTER & GAMBLE PG 4.06% $3.9M 26,004
9 PHILIP MORRIS IN PM 3.34% $3.2M 17,436
10 VIPER ENERGY I-A VNOM 3.09% $2.9M 65,772

Recent Holding Changes

Date Holding Change Details
2026-06-08 ADI Changed 5206 → 5189
2026-06-08 AXP Changed 3302 → 3291
2026-06-08 INGR Changed 2047 → 2040
2026-06-08 MTDR Changed 1011 → 1008
2026-06-08 NXPI Changed 2852 → 2842

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