Brookstone Opportunities ETF

Frequently Asked Questions About BAMO

What does BAMO invest in?

The Brookstone Opportunities ETF is an actively managed investment vehicle designed to strategically allocate capital across a diverse range of assets. Its portfolio includes global equities (both domestic and international), covering companies of all sizes, from large-cap to those in emerging markets. The fund also invests in various debt instruments, including higher-risk, high-yield (junk) bonds, and maintains positions in liquid assets like cash. This diversification is achieved by investing in other exchange-traded funds, some of which may utilize leverage, with all investment choices guided by the adviser's forward-looking assessment of these different asset categories.

What is the expense ratio of BAMO?

Brookstone Opportunities ETF (BAMO) charges an expense ratio of 1.06%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BAMO?

Brookstone Opportunities ETF (BAMO) manages $45.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BAMO actively managed or an index fund?

BAMO is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BAMO's is 1.06%) in exchange for the discretion to over- or under-weight positions.

When was BAMO launched?

Brookstone Opportunities ETF (BAMO) launched in September 2023 and is managed by Inspire.

How has BAMO performed?

BAMO's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.