Broadway Wealth Solutions’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Broadway Wealth Solutions’s Portfolio NBSM Stock Details NBSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.7M	Buy	135,787 +5,889	+5%	+$168K	1.66%	13
2026 Q2	$3.73M	Buy	129,898 +8,425	+7%	+$226K	1.74%	13
2026 Q1	$3.06M	Buy	121,473 +7,171	+6%	+$188K	1.58%	12
2025 Q4	$2.88M	Buy	114,302 +39,233	+52%	+$995K	1.54%	12
2025 Q3	$1.9M	Buy	75,069 +6,685	+10%	+$171K	1.07%	16
2025 Q2	$1.71M	Buy	+68,384	New	+$1.64M	1.07%	17

Other funds holding NBSM

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Broadway Wealth Solutions's NBSM Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 4.5% in Q3 2026, buying an estimated $168K and bringing the position to 135,787 shares worth $3.7M. The position accounts for 1.66% of the portfolio, ranked #13.

Broadway Wealth Solutions first reported a position in NBSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.73M in Q2 2026. 4 funds tracked by Wall St. Rank hold NBSM as of Q3 2026.

Broadway Wealth Solutions held 135,787 shares of Neuberger Small-Mid Cap ETF worth $3.7M as of Q3 2026.
Broadway Wealth Solutions bought 5,889 Neuberger Small-Mid Cap ETF shares in Q3 2026, an estimated $168K.
Neuberger Small-Mid Cap ETF made up 1.66% of Broadway Wealth Solutions's portfolio in Q3 2026, its #13 holding.
Broadway Wealth Solutions first reported a position in Neuberger Small-Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
Broadway Wealth Solutions's Neuberger Small-Mid Cap ETF position peaked at $3.73M in Q2 2026.
4 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.