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

IHT 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
2024 Q4	–	Sell	-11,384	Closed	-$249K	–	1165
2024 Q3	$249K	Sell	11,384 -110	-1%	-$2.34K	0.01%	988
2024 Q2	$252K	Hold	11,494	–	–	0.01%	859
2024 Q1	$249K	Sell	11,494 -974	-8%	-$20.3K	0.01%	864
2023 Q4	$258K	Sell	12,468 -108	-0.9%	-$2.37K	0.01%	826
2023 Q3	$282K	Hold	12,576	–	–	0.01%	752
2023 Q2	$268K	Hold	12,576	–	–	0.01%	769
2023 Q1	$281K	Hold	12,576	–	–	0.02%	724
2022 Q4	$290K	Buy	+12,576	New	+$284K	0.02%	670

Other funds holding NBCM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IHT Wealth Management's NBCM Position: Q4 2024 in Review

IHT Wealth Management sold out of Neuberger Commodity Strategy ETF (NBCM) in Q4 2024, closing a stake of 11,384 shares — an estimated $249K sold.

IHT Wealth Management first reported a position in NBCM in Q4 2022 and held it in 8 quarters. The position peaked at $290K in Q4 2022. 12 funds tracked by Wall St. Rank hold NBCM as of Q4 2024.

IHT Wealth Management reported no remaining Neuberger Commodity Strategy ETF position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 11,384 Neuberger Commodity Strategy ETF shares in Q4 2024, an estimated $249K.
IHT Wealth Management first reported a position in Neuberger Commodity Strategy ETF in Q4 2022 and held it in 8 quarters.
IHT Wealth Management's Neuberger Commodity Strategy ETF position peaked at $290K in Q4 2022.
12 funds tracked by Wall St. Rank held Neuberger Commodity Strategy ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.