UBS Group
BAMO icon

UBS Group’s Brookstone Opportunities ETF BAMO Stock Holding History

UBS Group’s Portfolio BAMO Stock Details BAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.2K Buy
2,115
+1,893
+853% +$61.7K ﹤0.01% 7209
2025
Q4 		$7.23K Buy
+222
New +$7.2K ﹤0.01% 8464
2025
Q3 		– Sell
-71
Closed -$2.21K – 10329
2025
Q2 		$2.21K Sell
71
-690
-91% -$20.6K ﹤0.01% 9504
2025
Q1 		$22.4K Buy
761
+496
+187% +$15.1K ﹤0.01% 8150
2024
Q4 		$8.03K Buy
265
+193
+268% +$5.88K ﹤0.01% 8430
2024
Q3 		$2.16K Sell
72
-20
-22% -$585 ﹤0.01% 8486
2024
Q2 		$2.67K Buy
+92
New +$2.61K ﹤0.01% 8315

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return