UBS Group
BEDY

UBS Group’s BNY Mellon Enhanced Dividend and Income ETF BEDY Stock Holding History

UBS Group’s Portfolio BEDY Stock Details BEDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,005
Closed -$26.7K – 11773
2025
Q4 		$26.7K Buy
+1,005
New +$26.8K ﹤0.01% 7590

Other funds holding BEDY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

UBS Group's BEDY Position: Q1 2026 in Review

UBS Group sold out of BNY Mellon Enhanced Dividend and Income ETF (BEDY) in Q1 2026, closing a stake of 1,005 shares — an estimated $26.7K sold.

UBS Group first reported a position in BEDY in Q4 2025 and held it in 1 quarter. The position peaked at $26.7K in Q4 2025. 29 funds tracked by Wall St. Rank hold BEDY as of Q1 2026.

  • UBS Group reported no remaining BNY Mellon Enhanced Dividend and Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,005 BNY Mellon Enhanced Dividend and Income ETF shares in Q1 2026, an estimated $26.7K.
  • UBS Group first reported a position in BNY Mellon Enhanced Dividend and Income ETF in Q4 2025 and held it in 1 quarter.
  • UBS Group's BNY Mellon Enhanced Dividend and Income ETF position peaked at $26.7K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Enhanced Dividend and Income ETF as of Q1 2026.

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