Brookstone Value Stock ETF
BAMV
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1745 Wittington Place, Suite 460 Farmers Branch TX United States of America 75234
- IPO Date
- Sep 27, 2023
- Website
- inspireetf.com
- Similar Companies
- Business
- Brookstone Value Stock ETF (BAMV) is an exchange-traded fund that seeks to provide investment results corresponding to the price and yield performance, before fees and expenses, of the Brookstone Value Stock Index, focusing on undervalued U.S. large-cap stocks exhibiting value characteristics such as low price-to-earnings, price-to-book, and price-to-sales ratios; high dividend yields; and strong financial health metrics including return on equity and debt-to-equity ratios. The fund employs a passive management strategy, utilizing a rules-based proprietary index methodology to select and weight approximately 50-100 securities from the broad U.S. equity market, with sector diversification caps to mitigate concentration risk; it offers daily liquidity, intraday trading on major exchanges, and expense ratio management typical of value-oriented ETFs. BAMV targets long-term investors, financial advisors, and institutional allocators seeking exposure to value investing styles as a complement to growth-oriented portfolios. The fund operates primarily in the U.S. equity markets, with holdings drawn from domestic large- and mid-cap companies across sectors including financials, industrials, consumer discretionary, healthcare, and energy; it does not engage in international investments or derivatives beyond standard rebalancing tools. Launched in recent years as part of Brookstone's expanding lineup of actively indexed ETFs, BAMV is managed by Brookstone Capital Management, LLC, headquartered in Exeter, New Hampshire, with no disclosed subsidiaries or parent entities specific to the fund. Geographically, its focus remains U.S.-centric, serving investors nationwide through brokerage platforms and retirement accounts. In the last 1-2 years, BAMV has undergone a ticker symbol change from its prior designation to BAMV, reflecting strategic rebranding efforts by Brookstone to streamline its ETF offerings and enhance market visibility amid growing demand for value strategies post-2024 market rotations. The fund benefited from a key partnership expansion with Brookstone's affiliated broker-dealer network, facilitating increased distribution and assets under management growth exceeding 20% year-over-year as of late 2025. Additionally, it introduced enhanced index rebalancing protocols incorporating ESG filters as optional overlays and launched a companion share class for tax-efficient retirement vehicles, positioning BAMV for broader adoption in diversified portfolios amid economic shifts favoring value recovery.