UBS Group
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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
Q2 		$15.2K Buy
335
+171
+104% +$7.16K ﹤0.01% 8327
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 $6.6B AUM 30.67% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 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
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

UBS Group's BAMG Position: Q2 2026 in Review

UBS Group increased its Brookstone Growth Stock ETF (BAMG) stake by 104% in Q2 2026, buying an estimated $7.16K and bringing the position to 335 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8327.

UBS Group first reported a position in BAMG in Q4 2023 and has held it in 9 quarters since. The position peaked at $42.2K in Q4 2023. 15 funds tracked by Wall St. Rank hold BAMG as of Q2 2026.

  • UBS Group held 335 shares of Brookstone Growth Stock ETF worth $15.2K as of Q2 2026.
  • UBS Group bought 171 Brookstone Growth Stock ETF shares in Q2 2026, an estimated $7.16K.
  • Brookstone Growth Stock ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8327 holding.
  • UBS Group first reported a position in Brookstone Growth Stock ETF in Q4 2023 and has held it in 9 quarters since.
  • UBS Group's Brookstone Growth Stock ETF position peaked at $42.2K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q2 2026.

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