UBS Group
BKWO

UBS Group’s BNY Mellon Women's Opportunities ETF BKWO Stock Holding History

UBS Group’s Portfolio BKWO Stock Details BKWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$34 – 10244
2024
Q4 		$34 Hold
1
– – ﹤0.01% 9740
2024
Q3 		$34 Buy
+1
New +$33 ﹤0.01% 9266

Other funds holding BKWO

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $501M AUM 10.41% 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

UBS Group's BKWO Position: Q1 2025 in Review

UBS Group sold out of BNY Mellon Women's Opportunities ETF (BKWO) in Q1 2025, closing a stake of 1 share — an estimated $34 sold.

UBS Group first reported a position in BKWO in Q3 2024 and held it in 2 quarters. The position peaked at $34 in Q4 2024. 5 funds tracked by Wall St. Rank hold BKWO as of Q1 2025.

  • UBS Group reported no remaining BNY Mellon Women's Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 1 BNY Mellon Women's Opportunities ETF share in Q1 2025, an estimated $34.
  • UBS Group first reported a position in BNY Mellon Women's Opportunities ETF in Q3 2024 and held it in 2 quarters.
  • UBS Group's BNY Mellon Women's Opportunities ETF position peaked at $34 in Q4 2024.
  • 5 funds tracked by Wall St. Rank held BNY Mellon Women's Opportunities ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.