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Cherry Tree Wealth Management’s Neuberger Commodity Strategy ETF NBCM Stock Holding History

Cherry Tree Wealth Management’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
2026
Q1 		– Sell
-84
Closed -$1.9K – 596
2025
Q4 		$1.9K Buy
+84
New +$2.01K ﹤0.01% 527

Other funds holding NBCM

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Cherry Tree Wealth Management's NBCM Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Neuberger Commodity Strategy ETF (NBCM) in Q1 2026, closing a stake of 84 shares — an estimated $1.9K sold.

Cherry Tree Wealth Management first reported a position in NBCM in Q4 2025 and held it in 1 quarter. The position peaked at $1.9K in Q4 2025. 25 funds tracked by Wall St. Rank hold NBCM as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Neuberger Commodity Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 84 Neuberger Commodity Strategy ETF shares in Q1 2026, an estimated $1.9K.
  • Cherry Tree Wealth Management first reported a position in Neuberger Commodity Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Neuberger Commodity Strategy ETF position peaked at $1.9K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Neuberger Commodity Strategy ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.