Glassman Wealth Services’s NovaTide Flexible Allocation ETF NMBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$996K Hold
48,053
0.12% 26
2026
Q1
$936K Hold
48,053
0.13% 24
2025
Q4
$952K Buy
+48,053
New +$953K 0.13% 23

Other funds holding NMBL

Glassman Wealth Services's NMBL Position: Q2 2026 in Review

Glassman Wealth Services held its NovaTide Flexible Allocation ETF (NMBL) position steady in Q2 2026 at 48,053 shares worth $996K. The position accounts for 0.12% of the portfolio, ranked #26.

Glassman Wealth Services first reported a position in NMBL in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold NMBL as of Q2 2026.

  • Glassman Wealth Services held 48,053 shares of NovaTide Flexible Allocation ETF worth $996K as of Q2 2026.
  • Glassman Wealth Services left its NovaTide Flexible Allocation ETF share count unchanged in Q2 2026.
  • NovaTide Flexible Allocation ETF made up 0.12% of Glassman Wealth Services's portfolio in Q2 2026, its #26 holding.
  • Glassman Wealth Services first reported a position in NovaTide Flexible Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 2 funds tracked by Wall St. Rank held NovaTide Flexible Allocation ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.