UBS Group
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UBS Group’s Brookstone Yield ETF BAMY Stock Holding History

UBS Group’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5K Sell
456
-355
-44% -$9.8K ﹤0.01% 8439
2026
Q1 		$22.2K Buy
+811
New +$22.5K ﹤0.01% 7861
2025
Q4 		– Sell
-92
Closed -$2.54K – 10501
2025
Q3 		$2.54K Sell
92
-8
-8% -$220 ﹤0.01% 9155
2025
Q2 		$2.72K Sell
100
-302
-75% -$8.01K ﹤0.01% 9430
2025
Q1 		$10.6K Sell
402
-264
-40% -$7.03K ﹤0.01% 8614
2024
Q4 		$17.6K Buy
666
+619
+1,317% +$16.7K ﹤0.01% 7964
2024
Q3 		$1.25K Sell
47
-37
-44% -$980 ﹤0.01% 8680
2024
Q2 		$2.23K Buy
+84
New +$2.23K ﹤0.01% 8406
2024
Q1 		– Sell
-391
Closed -$10.2K – 9299
2023
Q4 		$10.2K Buy
+391
New +$9.98K ﹤0.01% 7453

Other funds holding BAMY

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's BAMY Position: Q2 2026 in Review

UBS Group reduced its Brookstone Yield ETF (BAMY) stake by 44% in Q2 2026, selling an estimated $9.8K and leaving 456 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #8439.

UBS Group first reported a position in BAMY in Q4 2023 and has held it in 9 quarters since. The position peaked at $22.2K in Q1 2026. 10 funds tracked by Wall St. Rank hold BAMY as of Q2 2026.

  • UBS Group held 456 shares of Brookstone Yield ETF worth $12.5K as of Q2 2026.
  • UBS Group sold 355 Brookstone Yield ETF shares in Q2 2026, an estimated $9.8K.
  • Brookstone Yield ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8439 holding.
  • UBS Group first reported a position in Brookstone Yield ETF in Q4 2023 and has held it in 9 quarters since.
  • UBS Group's Brookstone Yield ETF position peaked at $22.2K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q2 2026.

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