UBS Group
BAMV icon

UBS Group’s Brookstone Value Stock ETF BAMV Stock Holding History

UBS Group’s Portfolio BAMV Stock Details BAMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.3K Buy
2,131
+1,668
+360% +$55.1K ﹤0.01% 7195
2025
Q4 		$15K Sell
463
-60
-11% -$1.94K ﹤0.01% 7974
2025
Q3 		$16.7K Buy
523
+381
+268% +$12.2K ﹤0.01% 8274
2025
Q2 		$4.52K Sell
142
-1,210
-89% -$36.8K ﹤0.01% 9259
2025
Q1 		$42.2K Buy
1,352
+917
+211% +$28.8K ﹤0.01% 7707
2024
Q4 		$13.3K Buy
435
+297
+215% +$9.51K ﹤0.01% 8149
2024
Q3 		$4.36K Buy
+138
New +$4.18K ﹤0.01% 8150

Other funds holding BAMV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 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 $6.48B AUM 18.23% 1-Year Est. Return

UBS Group's BAMV Position: Q1 2026 in Review

UBS Group increased its Brookstone Value Stock ETF (BAMV) stake by 360% in Q1 2026, buying an estimated $55.1K and bringing the position to 2,131 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7195.

UBS Group first reported a position in BAMV in Q3 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold BAMV as of Q1 2026.

  • UBS Group held 2,131 shares of Brookstone Value Stock ETF worth $69.3K as of Q1 2026.
  • UBS Group bought 1,668 Brookstone Value Stock ETF shares in Q1 2026, an estimated $55.1K.
  • Brookstone Value Stock ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7195 holding.
  • UBS Group first reported a position in Brookstone Value Stock ETF in Q3 2024 and has held it in 7 quarters since.
  • 15 funds tracked by Wall St. Rank held Brookstone Value Stock ETF as of Q1 2026.

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