Brookstone Opportunities
BAMO • BATS
Brookstone Opportunities is an exchange-traded fund on BATS. As of Q3 2025, 7 institutional investors hold shares in this ETF, with total holdings valued at $41.8M. Brookstone Capital Management is the largest holder with a position valued at $40.1M.
Overview
Overview of institutional ownership in BAMO as of Q3 2025
All Institutions
- Institutions
- 7
- Value Held
- $41.8M
- Shares Held
- 1.3M
- Avg Position
- $6.0M
- Median Position
- $234.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BAMO as of Q3 2025
| Institution | Position Value |
|---|---|
 Brookstone Capital Management RIA/Wealth | $40.1M 0.48% of portfolio |
G GTS SECURITIES LLC Institution | $1.1M 0.04% of portfolio |
 Simplicity Wealth,LLC RIA/Wealth | $298.8K 0.02% of portfolio |
C Chris Bulman Inc Institution | $234.2K 0.12% of portfolio |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $14.7K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $14.0K 0.00% of portfolio |
 Anfield Capital Management, LLC Long Only Manager | $11.9K 0.00% of portfolio |
 UBS Group AG Institution | - 0.00% of portfolio |
K Kozak & Associates, Inc. Institution | - 0.00% of portfolio |
T Triad Wealth Partners, LLC RIA/Wealth | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BAMO in Q3 2025
- Traded
- +$1.7M
- Buyers
- 3
- Sellers
- 5
- Total Bought
- +$2.0M
- Total Sold
- −$268.7K
- Avg Position
- $4.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Brookstone Capital Management RIA/Wealth | +$968.6K +30.2K shares |
G GTS SECURITIES LLC Institution | +$690.0K +21.5K shares |
Simplicity Wealth,LLC RIA/Wealth | +$298.8K +9.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | −$222.4K −7.1K shares |
C Chris Bulman Inc Institution | −$41.0K −1.3K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$2.3K −71.0 shares |
UBS Group AG Institution | −$2.2K −71.0 shares |
K Kozak & Associates, Inc. Institution | −$813.0 −26.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BAMO in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 3
- Exited Value
- $225.4K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
T Triad Wealth Partners, LLC RIA/Wealth | $222.4K 7.1K shares |
UBS Group AG Institution | $2.2K 71.0 shares |
K Kozak & Associates, Inc. Institution | $813.0 26.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BAMO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BAMO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Brookstone Capital Management RIA/Wealth | 0.48% $40.1M |
C Chris Bulman Inc Institution | 0.12% $234.2K |
G GTS SECURITIES LLC Institution | 0.04% $1.1M |
Simplicity Wealth,LLC RIA/Wealth | 0.02% $298.8K |
Anfield Capital Management, LLC Long Only Manager | 0.00% $11.9K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $14.7K |
A Advisor Group Holdings, Inc. Institution | 0.00% $14.0K |
UBS Group AG Institution | 0.00% - |
K Kozak & Associates, Inc. Institution | 0.00% - |
T Triad Wealth Partners, LLC RIA/Wealth | 0.00% - |