Brookstone Growth Stock ETF (BAMG)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 16 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders15of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.5x

39th percentile

6 buying12 selling

+3

New

-5

Closed

-360,537

Net shares

Ownership Concentration

Top 5: 98.3%Top 10: 100.1%

Brookstone Capital Management93.6%

Arkadios Wealth Advisors2.2%

GTS SECURITIES1.3%

Chris Bulman0.7%

SUSQUEHANNA INTERNATIONAL GROUP, LLP0.6%

Others (10)1.7%

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Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-09

$18,160

BAMG · +82%

$18,069

S&P 500 · +81%

+$91

ahead of the index

Total return (5Y)

+82%

S&P 500

+81%

vs. market

+1%

outperformed

Annualized

24.2%

mkt 24.0%

Volatility

18%

annualized

Beta

1.33

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

BAMGS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

BAMG (solid)S&P 500 (outline)Green = positive year, red = negative. Number = BAMG's return.

Beat the market

1 / 4 yrs

25% win rate

Best year

+24%

2024

Worst year

+11%

2023

Worst drawdown

-9%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -9%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.