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Brookstone Capital Management Q2 2023 vs. Q3 2023 13F Holdings Comparison

Ava Hoppe | 21 October, 2023

In the world of investments, staying up-to-date with the latest changes in holdings can make a significant difference in the success of a fund. Investors and analysts eagerly await the quarterly filings known as Form 13F, which provides valuable insight into the buying and selling activities of large institutional investors. Today, we will delve into the Q2 2023 versus Q3 2023 13F holdings comparison of Brookstone Capital Management.

The top holdings of Brookstone Capital Management underwent some noteworthy changes between the second and third quarters of 2023. Let's take a closer look at these changes to understand the implications they may hold for the fund and its investors.

SPDR S&P 500 ETF TR (SPY):

- Q2 2023 (Shares): 402,565

- Q3 2023 (Shares): 394,895

- Q2 2023 Value ($000): 176,545

- Q3 2023 Value ($000): 168,395

- Change %: -4.6%

The top holding, SPDR S&P 500 ETF TR (SPY), experienced a slight decrease in shares. The Q3 2023 holding reflects a 4.6% reduction compared to the previous quarter. However, the value of the holding also decreased, albeit by a smaller percentage, from $176,545,000 to $168,395,000.

INVESCO QQQ TR (QQQ):

- Q2 2023 (Shares): 337,582

- Q3 2023 (Shares): 317,476

- Q2 2023 Value ($000): 123,635

- Q3 2023 Value ($000): 114,281

- Change %: -7.6%

The second-largest holding, INVESCO QQQ TR (QQQ), also experienced a decrease in shares and value. The number of shares held by Brookstone Capital Management decreased by 7.6%, indicating a shift in their investment strategy.

SPDR SER TR (SPLG):

- Q2 2023 (Shares): 2,698,725

- Q3 2023 (Shares): 2,132,688

- Q2 2023 Value ($000): 139,146

- Q3 2023 Value ($000): 106,975

- Change %: -23.1%

The most noticeable change in the holdings of Brookstone Capital Management was observed in SPDR SER TR (SPLG). The fund significantly reduced its holdings of this security, resulting in a 23.1% decrease in shares and a decrease in value from $139,146,000 to $106,975,000. This substantial change suggests a shift in investment focus or a reassessment of the security's potential.

These are just a few examples of the changes in holdings made by Brookstone Capital Management in Q2 and Q3 2023. It is crucial to pay attention to institutional investors' activity as it provides valuable insights into market trends and potential investment opportunities.

Understanding the changes in holdings can help investors make informed decisions based on the behavior of these institutions. It is important to note that these changes are subject to various factors including market conditions, economic outlooks, and individual investment strategies.

In conclusion, the Q2 2023 versus Q3 2023 13F holdings comparison of Brookstone Capital Management sheds light on the fund's recent activity. It is essential for investors to closely monitor these changes to stay ahead in today's ever-evolving investment landscape.

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