UBS Group’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

UBS Group’s Portfolio BAMU Stock Details BAMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.9K	Buy	1,264 +800	+172%	+$20.2K	﹤0.01%	7647
2025 Q4	$11.7K	Buy	464 +400	+625%	+$10.1K	﹤0.01%	8154
2025 Q3	$1.62K	Sell	64 -215	-77%	-$5.45K	﹤0.01%	9306
2025 Q2	$7.05K	Buy	279 +128	+85%	+$3.24K	﹤0.01%	9043
2025 Q1	$3.82K	Buy	151 +35	+30%	+$883	﹤0.01%	9177
2024 Q4	$2.92K	Buy	+116	New	+$2.94K	﹤0.01%	8965
2024 Q2	–	Sell	-57	Closed	-$1.44K	–	9512
2024 Q1	$1.44K	Sell	57 -43	-43%	-$1.08K	﹤0.01%	8133
2023 Q4	$2.51K	Buy	+100	New	+$2.52K	﹤0.01%	8101

Other funds holding BAMU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's BAMU Position: Q1 2026 in Review

UBS Group increased its Brookstone Ultra-Short Bond ETF (BAMU) stake by 172% in Q1 2026, buying an estimated $20.2K and bringing the position to 1,264 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7647.

UBS Group first reported a position in BAMU in Q4 2023 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold BAMU as of Q1 2026.

UBS Group held 1,264 shares of Brookstone Ultra-Short Bond ETF worth $31.9K as of Q1 2026.
UBS Group bought 800 Brookstone Ultra-Short Bond ETF shares in Q1 2026, an estimated $20.2K.
Brookstone Ultra-Short Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7647 holding.
UBS Group first reported a position in Brookstone Ultra-Short Bond ETF in Q4 2023 and has held it in 8 quarters since.
7 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q1 2026.

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