Brookstone Opportunities ETFBAMOETF
13F holders, Q4 2024 (December 31)9holders +1
2new positions
2sold out
1famous investor
$30.31avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Brookstone Opportunities ETF (BAMO) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Brookstone Capital Management ($35.6M), Susquehanna International Group, LLP ($546K) and Chris Bulman Inc ($262K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Brookstone Opportunities ETF
- Filed as
- NORTHERN LTS FD TR IV (Q4 2024)
- CUSIP
- 66537J861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $200K |
| Exits | 2 | $671K |
All 13F filers, Q3 2024 → Q4 2024: 55,753 shares bought and 22,482 shares sold, net +33,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Brookstone Capital Management | 0.52% | Add +3.4% | 1,173,880 | $35.6M |
| Susquehanna International Group, LLP | 0.00% | Add +154.6% | 18,008 | $546K |
| Chris Bulman Inc | 0.17% | Reduce -0.9% | 8,629 | $262K |
| Citadel Advisors | 0.00% | New | 6,600 | $200K |
| Osaic Holdings, Inc. | 0.00% | No change | 443 | $13K |
| UBS Group AG | 0.00% | Add +268.1% | 265 | $8K |
| Winnacle Wealth LLC | 0.00% | — | 108 | $3K |
| Tsfg, LLC | 0.00% | No change | 38 | $1K |
| FMR LLC | 0.00% | New | 1 | $30 |
"% of holder's portfolio" is BAMO's weight in each manager's 13F, not the share of Brookstone Opportunities ETF the manager owns.