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Principal Securities’s Neuberger Commodity Strategy ETF NBCM Stock Holding History

Principal Securities’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
Q1 		– Sell
-18
Closed -$372 – 3370
2023
Q4 		$372 Buy
+18
New +$395 ﹤0.01% 3096

Other funds holding NBCM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Neuberger Berman Group
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's NBCM Position: Q1 2024 in Review

Principal Securities sold out of Neuberger Commodity Strategy ETF (NBCM) in Q1 2024, closing a stake of 18 shares — an estimated $372 sold.

Principal Securities first reported a position in NBCM in Q4 2023 and held it in 1 quarter. The position peaked at $372 in Q4 2023. 16 funds tracked by Wall St. Rank hold NBCM as of Q1 2024.

  • Principal Securities reported no remaining Neuberger Commodity Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Securities sold 18 Neuberger Commodity Strategy ETF shares in Q1 2024, an estimated $372.
  • Principal Securities first reported a position in Neuberger Commodity Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Principal Securities's Neuberger Commodity Strategy ETF position peaked at $372 in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Neuberger Commodity Strategy ETF as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.