Brookstone Capital Management's Top 5 Buys of the 3rd Quarter

Brookstone Capital Management recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

1751 SOUTH NAPERVILLE ROAD WHEATON, IL 60189

As of the latest 13F report, the guru’s equity portfolio contained 770 stocks valued at a total of $4.31Bil. The top holdings were SPY(3.31%), USMV(2.92%), and SHY(2.37%).

According to GuruFocus data, these were Brookstone Capital Management’s top five trades of the quarter.

Direxion Daily S&P 500 Bear 1X Shares


The guru established a new position worth 2,787,017 shares in ARCA:SPDN, giving the stock a 1.16% weight in the equity portfolio. Shares traded for an average price of $16.2 during the quarter.

On 10/14/2022, Direxion Daily S&P 500 Bear 1X Shares traded for a price of $17.25 per share and a market cap of $560.52Mil. The stock has returned 13.89% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

ProShares UltraPro Short S&P 500 ETF -3x Shares


During the quarter, Brookstone Capital Management bought 1,899,339 shares of ARCA:SPXU for a total holding of 1,990,520. The trade had a 0.98% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.14.

On 10/14/2022, ProShares UltraPro Short S&P 500 ETF -3x Shares traded for a price of $19.8778 per share and a market cap of $1.23Bil. The stock has returned 25.88% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

SPDR Bloomberg 1-3 Month T-Bill ETF


During the quarter, Brookstone Capital Management bought 364,422 shares of ARCA:BIL for a total holding of 1,106,311. The trade had a 0.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.19.

On 10/14/2022, SPDR Bloomberg 1-3 Month T-Bill ETF traded for a price of $91.51 per share and a market cap of $25.69Bil. The stock has returned 0.63% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Innovator U.S. Equity Power Buffer ETF - October


The guru established a new position worth 919,100 shares in BATS:POCT, giving the stock a 0.61% weight in the equity portfolio. Shares traded for an average price of $28.91 during the quarter.

On 10/14/2022, Innovator U.S. Equity Power Buffer ETF - October traded for a price of $28.95 per share and a market cap of $536.77Mil. The stock has returned -2.47% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Innovator U.S. Equity Power Buffer ETF - October has a price-earnings ratio of 18.21 and a price-book ratio of 3.38.

Invesco S&P MidCap Low Volatility ETF


The guru established a new position worth 480,478 shares in ARCA:XMLV, giving the stock a 0.54% weight in the equity portfolio. Shares traded for an average price of $52.5 during the quarter.

On 10/14/2022, Invesco S&P MidCap Low Volatility ETF traded for a price of $49.94 per share and a market cap of $1.08Bil. The stock has returned -6.19% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Invesco S&P MidCap Low Volatility ETF has a price-earnings ratio of 16.62 and a price-book ratio of 1.96.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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