UBS Group
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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
Q2 		– Sell
-1,264
Closed -$31.9K – 10443
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $1.21T AUM 78.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's BAMU Position: Q2 2026 in Review

UBS Group sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q2 2026, closing a stake of 1,264 shares — an estimated $31.9K sold.

UBS Group first reported a position in BAMU in Q4 2023 and held it in 8 quarters. The position peaked at $31.9K in Q1 2026. 8 funds tracked by Wall St. Rank hold BAMU as of Q2 2026.

  • UBS Group reported no remaining Brookstone Ultra-Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,264 Brookstone Ultra-Short Bond ETF shares in Q2 2026, an estimated $31.9K.
  • UBS Group first reported a position in Brookstone Ultra-Short Bond ETF in Q4 2023 and held it in 8 quarters.
  • UBS Group's Brookstone Ultra-Short Bond ETF position peaked at $31.9K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q2 2026.

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