UBS Group
BAMG icon

UBS Group’s Brookstone Growth Stock ETF BAMG Stock Holding History

UBS Group’s Portfolio BAMG Stock Details BAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.99K Sell
164
-97
-37% -$3.77K ﹤0.01% 8727
2025
Q4 		$10.5K Sell
261
-665
-72% -$26.2K ﹤0.01% 8214
2025
Q3 		$35.3K Buy
926
+401
+76% +$14.8K ﹤0.01% 7792
2025
Q2 		$19K Sell
525
-751
-59% -$25K ﹤0.01% 8479
2025
Q1 		$40.7K Buy
1,276
+986
+340% +$33.8K ﹤0.01% 7732
2024
Q4 		$9.94K Buy
290
+258
+806% +$8.91K ﹤0.01% 8328
2024
Q3 		$1.06K Buy
+32
New +$1.02K ﹤0.01% 8728
2024
Q1 		– Sell
-1,508
Closed -$42.2K – 9298
2023
Q4 		$42.2K Buy
+1,508
New +$39.3K ﹤0.01% 6644

Other funds holding BAMG

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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 $893B AUM 36.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

UBS Group's BAMG Position: Q1 2026 in Review

UBS Group reduced its Brookstone Growth Stock ETF (BAMG) stake by 37% in Q1 2026, selling an estimated $3.77K and leaving 164 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #8727.

UBS Group first reported a position in BAMG in Q4 2023 and has held it in 8 quarters since. The position peaked at $42.2K in Q4 2023. 16 funds tracked by Wall St. Rank hold BAMG as of Q1 2026.

  • UBS Group held 164 shares of Brookstone Growth Stock ETF worth $5.99K as of Q1 2026.
  • UBS Group sold 97 Brookstone Growth Stock ETF shares in Q1 2026, an estimated $3.77K.
  • Brookstone Growth Stock ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8727 holding.
  • UBS Group first reported a position in Brookstone Growth Stock ETF in Q4 2023 and has held it in 8 quarters since.
  • UBS Group's Brookstone Growth Stock ETF position peaked at $42.2K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.