UBS Group
BAMA icon

UBS Group’s Brookstone Active ETF BAMA Stock Holding History

UBS Group’s Portfolio BAMA Stock Details BAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.4K Buy
+1,798
New +$61.3K ﹤0.01% 7272
2025
Q4 		– Sell
-74
Closed -$2.48K – 10500
2025
Q3 		$2.48K Sell
74
-101
-58% -$3.3K ﹤0.01% 9165
2025
Q2 		$5.59K Sell
175
-460
-72% -$13.9K ﹤0.01% 9158
2025
Q1 		$18.9K Sell
635
-86
-12% -$2.64K ﹤0.01% 8271
2024
Q4 		$22.1K Buy
721
+626
+659% +$19.4K ﹤0.01% 7809
2024
Q3 		$2.9K Buy
95
+91
+2,275% +$2.71K ﹤0.01% 8345
2024
Q2 		$117 Buy
4
+2
+100% +$57 ﹤0.01% 9139
2024
Q1 		$57 Buy
+2
New +$55 ﹤0.01% 8910

Other funds holding BAMA

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return