Brookstone Capital Management

Q2 2021 13F-HR Holdings

Location
Wheaton, IL
Holdings as of
6/30/2021
Date filed
7/14/2021
Form type
13F-HR
Num holdings
711
Total value ($000)
$5,579,249
Net value change ($000)
+2,969,566 (113.8%)
New positions
267
Sold out positions
59
Turnover %
36.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HYLB 267,967 92084.9%
Northern Lights Fund Trust IV 193,948 NEW
SCHM 175,095 NEW
VCSH 153,678 4572.4%
SPYG 139,759 NEW
BND 86,750 4328.8%
SPYM 84,599 NEW
IJR 73,500 389.5%
PFFD 71,896 NEW
SPTS 66,068 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -62,139 -100.0%
USMV -52,404 -30.3%
XMLV -34,851 -100.0%
SPLV -21,366 -31.8%
IAU -19,579 -100.0%
Invesco Exchange-Traded Self-Indexed Fund Trust -13,843 -32.5%
Invesco Exchange-Traded Self-Indexed Fund Trust -13,527 -33.7%
BSCL -12,905 -32.7%
ITOT -12,233 -20.6%
IYK -11,517 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,225 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type