UBS Group
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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
Q2 		$13.2K Sell
382
-1,733
-82% -$58.5K ﹤0.01% 8405
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 $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
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
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's BAMO Position: Q2 2026 in Review

UBS Group reduced its Brookstone Opportunities ETF (BAMO) stake by 82% in Q2 2026, selling an estimated $58.5K and leaving 382 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8405.

UBS Group first reported a position in BAMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $67.2K in Q1 2026. 9 funds tracked by Wall St. Rank hold BAMO as of Q2 2026.

  • UBS Group held 382 shares of Brookstone Opportunities ETF worth $13.2K as of Q2 2026.
  • UBS Group sold 1,733 Brookstone Opportunities ETF shares in Q2 2026, an estimated $58.5K.
  • Brookstone Opportunities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8405 holding.
  • UBS Group first reported a position in Brookstone Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
  • UBS Group's Brookstone Opportunities ETF position peaked at $67.2K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q2 2026.

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