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
Q2 		$3.48K Sell
95
-1,703
-95% -$60.9K ﹤0.01% 9184
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 $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

UBS Group's BAMA Position: Q2 2026 in Review

UBS Group reduced its Brookstone Active ETF (BAMA) stake by 95% in Q2 2026, selling an estimated $60.9K and leaving 95 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #9184.

UBS Group first reported a position in BAMA in Q1 2024 and has held it in 9 quarters since. The position peaked at $59.4K in Q1 2026. 11 funds tracked by Wall St. Rank hold BAMA as of Q2 2026.

  • UBS Group held 95 shares of Brookstone Active ETF worth $3.48K as of Q2 2026.
  • UBS Group sold 1,703 Brookstone Active ETF shares in Q2 2026, an estimated $60.9K.
  • Brookstone Active ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9184 holding.
  • UBS Group first reported a position in Brookstone Active ETF in Q1 2024 and has held it in 9 quarters since.
  • UBS Group's Brookstone Active ETF position peaked at $59.4K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.