Brookstone Opportunities ETF
BAMO
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- Brookstone Opportunities ETF (BAMO) is an actively managed exchange-traded fund that seeks total return by investing in foreign and domestic stocks of any market capitalization, including emerging markets; bonds, including junk bonds; and cash and cash equivalents, primarily through other exchange-traded funds, including leveraged ETFs, based on the adviser's relative outlook for those asset classes. The fund, which typically holds 5-10 positions, may allocate entirely to stocks or shift fully out depending on prevailing market conditions and the adviser's internal and external research, offering flexibility across a wide variety of market cycles. It provides exposure to sectors such as technology, financial services, consumer cyclical, healthcare, and industrials, with key holdings including Vanguard S&P 500 ETF, SPDR Dow Jones Industrial Average ETF Trust, iShares 0-3 Month Treasury Bond ETF, and SPDR Bloomberg 1-3 Month T-Bill ETF. Brookstone Opportunities ETF was launched on September 28, 2023, and trades on Cboe BZX Exchange under the ticker BAMO. The fund is managed by Brookstone Asset Management LLC, a Chicago suburbs-based asset manager located at 1745 S. Naperville Road, Suite 200, Wheaton, Illinois 60189, and backed by Brookstone Capital Management, an $8.5 billion registered investment advisor founded in 2006. It operates as part of Northern Lights Fund Trust IV, domiciled in the United States, and targets individual investors seeking risk-managed, dynamic allocation strategies aligned with unique financial goals. In a key strategic expansion, Brookstone Asset Management launched BAMO alongside seven other new ETFs (BAMG Growth Stock ETF, BAMD, BAMV Value Stock ETF, BAMA Active ETF, BAMY Yield ETF, BAMB Intermediate Bond ETF, and BAMU) in late September 2023, broadening its lineup of flexible, multi-asset strategies designed to perform across market cycles. This initiative leveraged a partnership with Ultimus Fund Solutions for seamless fund administration and operational scalability, enabling a rapid three-day rollout. As of late 2025, the fund manages approximately $43 million in assets with a net expense ratio of 1.06%, available for sale in the United States.