Bank of Montreal
NBCM icon

Bank of Montreal’s Neuberger Commodity Strategy ETF NBCM Stock Holding History

Bank of Montreal’s Portfolio NBCM Stock Details NBCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,400
Closed -$514K – 3810
2024
Q3 		$514K Buy
23,400
+10,900
+87% +$232K ﹤0.01% 2403
2024
Q2 		$278K Sell
12,500
-6,137
-33% -$137K ﹤0.01% 2785
2024
Q1 		$405K Sell
18,637
-117,578
-86% -$2.45M ﹤0.01% 2584
2023
Q4 		$2.85M Buy
136,215
+59,807
+78% +$1.31M ﹤0.01% 1523
2023
Q3 		$1.71M Buy
76,408
+38,339
+101% +$862K ﹤0.01% 1786
2023
Q2 		$841K Buy
+38,069
New +$822K ﹤0.01% 2277

Other funds holding NBCM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's NBCM Position: Q4 2024 in Review

Bank of Montreal sold out of Neuberger Commodity Strategy ETF (NBCM) in Q4 2024, closing a stake of 23,400 shares — an estimated $514K sold.

Bank of Montreal first reported a position in NBCM in Q2 2023 and held it in 6 quarters. The position peaked at $2.85M in Q4 2023. 12 funds tracked by Wall St. Rank hold NBCM as of Q4 2024.

  • Bank of Montreal reported no remaining Neuberger Commodity Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 23,400 Neuberger Commodity Strategy ETF shares in Q4 2024, an estimated $514K.
  • Bank of Montreal first reported a position in Neuberger Commodity Strategy ETF in Q2 2023 and held it in 6 quarters.
  • Bank of Montreal's Neuberger Commodity Strategy ETF position peaked at $2.85M in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Neuberger Commodity Strategy ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.