Christopher J. Hasenberg’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Christopher J. Hasenberg’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
2025 Q2	$126K	Buy	+5,044	New	+$121K	0.05%	63

Other funds holding NBSM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return

Christopher J. Hasenberg's NBSM Position: Q2 2025 in Review

Christopher J. Hasenberg opened a new position in Neuberger Small-Mid Cap ETF (NBSM) in Q2 2025: 5,044 shares worth $126K. The stake represents 0.05% of the portfolio and ranks #63 among its holdings.

15 funds tracked by Wall St. Rank hold NBSM as of Q2 2025.

Christopher J. Hasenberg held 5,044 shares of Neuberger Small-Mid Cap ETF worth $126K as of Q2 2025.
Neuberger Small-Mid Cap ETF was a new Christopher J. Hasenberg position in Q2 2025.
Neuberger Small-Mid Cap ETF made up 0.05% of Christopher J. Hasenberg's portfolio in Q2 2025, its #63 holding.
15 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.