Carson Wealth (CWM LLC)
NBCM icon

Carson Wealth (CWM LLC)’s Neuberger Commodity Strategy ETF NBCM Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q2 		– Sell
-1,197
Closed -$27K – 5235
2025
Q1 		$27K Sell
1,197
-350
-23% -$7.71K ﹤0.01% 3468
2024
Q4 		$32K Sell
1,547
-2
-0.1% -$43 ﹤0.01% 3128
2024
Q3 		$34K Sell
1,549
-698
-31% -$14.9K ﹤0.01% 2994
2024
Q2 		$49K Buy
+2,247
New +$50K ﹤0.01% 2491

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IWP
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Susquehanna International Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NBCM Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Neuberger Commodity Strategy ETF (NBCM) in Q2 2025, closing a stake of 1,197 shares — an estimated $27K sold.

Carson Wealth (CWM LLC) first reported a position in NBCM in Q2 2024 and held it in 4 quarters. The position peaked at $49K in Q2 2024. 15 funds tracked by Wall St. Rank hold NBCM as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Neuberger Commodity Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,197 Neuberger Commodity Strategy ETF shares in Q2 2025, an estimated $27K.
  • Carson Wealth (CWM LLC) first reported a position in Neuberger Commodity Strategy ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Neuberger Commodity Strategy ETF position peaked at $49K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Neuberger Commodity Strategy ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.