PA
NBSM icon

Parallel Advisors’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Parallel Advisors’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
Q1 		– Sell
-100
Closed -$2.54K – 3696
2024
Q4 		$2.54K Buy
+100
New +$2.67K ﹤0.01% 2888

Other funds holding NBSM

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Parallel Advisors's NBSM Position: Q1 2025 in Review

Parallel Advisors sold out of Neuberger Small-Mid Cap ETF (NBSM) in Q1 2025, closing a stake of 100 shares — an estimated $2.54K sold.

Parallel Advisors first reported a position in NBSM in Q4 2024 and held it in 1 quarter. The position peaked at $2.54K in Q4 2024. 9 funds tracked by Wall St. Rank hold NBSM as of Q1 2025.

  • Parallel Advisors reported no remaining Neuberger Small-Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 100 Neuberger Small-Mid Cap ETF shares in Q1 2025, an estimated $2.54K.
  • Parallel Advisors first reported a position in Neuberger Small-Mid Cap ETF in Q4 2024 and held it in 1 quarter.
  • Parallel Advisors's Neuberger Small-Mid Cap ETF position peaked at $2.54K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.