BAMO NORTHERN LTS FD TR IV
FollowBROOK OPPOR ETF (fund)
10 managers (10 13F filers) reported a position in BAMO shares at 2025-06-30, 1,249,468 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 1
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 1,249,468
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Brookstone Capital Managementin group Brookstone Capital Management | 1,219,892 | $38.1M | 0.5% | +29,772 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 12,428 | $388K | 0.02% | -15,401 | 13F-HRTimeline |
| Chris Bulman Inc | 8,579 | $268K | 0.15% | -252 | 13F-HRTimeline |
| Triad Wealth Partners, LLC | 7,129 | $222K | 0.04% | new | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 529 | $16.5K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 443 | $13.8K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 371 | $11.6K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 71 | $2.21K | <0.01% | -690 | 13F-HRTimelineGroup |
| Kozak & Associates, Inc. | 26 | $813 | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |