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 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

Broadway Wealth Solutions's NBSM Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 6.9% in Q2 2026, buying an estimated $226K and bringing the position to 129,898 shares worth $3.73M. The position accounts for 1.74% of the portfolio, ranked #13.

Broadway Wealth Solutions first reported a position in NBSM in Q2 2025 and has held it in 5 quarters since. 1 fund tracked by Wall St. Rank holds NBSM as of Q2 2026.

Broadway Wealth Solutions held 129,898 shares of Neuberger Small-Mid Cap ETF worth $3.73M as of Q2 2026.
Broadway Wealth Solutions bought 8,425 Neuberger Small-Mid Cap ETF shares in Q2 2026, an estimated $226K.
Neuberger Small-Mid Cap ETF made up 1.74% of Broadway Wealth Solutions's portfolio in Q2 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 5 quarters since.
1 fund tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.