CX Institutional’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

CX Institutional’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	$72K	Buy	+2,631	New	+$75.1K	﹤0.01%	947

Other funds holding NBSM

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

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's NBSM Position: Q3 2026 in Review

CX Institutional opened a new position in Neuberger Small-Mid Cap ETF (NBSM) in Q3 2026: 2,631 shares worth $72K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

4 funds tracked by Wall St. Rank hold NBSM as of Q3 2026.

CX Institutional held 2,631 shares of Neuberger Small-Mid Cap ETF worth $72K as of Q3 2026.
Neuberger Small-Mid Cap ETF was a new CX Institutional position in Q3 2026.
Neuberger Small-Mid Cap ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #947 holding.
4 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.