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
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 New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's BAMY Position: Q1 2026 in Review

UBS Group opened a new position in Brookstone Yield ETF (BAMY) in Q1 2026: 811 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #7861 among its holdings. This is a return to the name: UBS Group previously reported a position in BAMY as recently as Q3 2025.

UBS Group first reported a position in BAMY in Q4 2023 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold BAMY as of Q1 2026.

  • UBS Group held 811 shares of Brookstone Yield ETF worth $22.2K as of Q1 2026.
  • Brookstone Yield ETF was a new UBS Group position in Q1 2026.
  • Brookstone Yield ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7861 holding.
  • UBS Group first reported a position in Brookstone Yield ETF in Q4 2023 and has held it in 8 quarters since.
  • 9 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q1 2026.

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