Rothschild Investment LLC’s Neuberger Commodity Strategy ETF NBCM Stock Holding History

Rothschild Investment LLC’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 Q2	–	Sell	-59	Closed	-$1.28K	–	2840
2024 Q1	$1.28K	Hold	59	–	–	﹤0.01%	1246
2023 Q4	$1.22K	Buy	+59	New	+$1.29K	﹤0.01%	1181

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

FTUS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Rothschild Investment LLC's NBCM Position: Q2 2024 in Review

Rothschild Investment LLC sold out of Neuberger Commodity Strategy ETF (NBCM) in Q2 2024, closing a stake of 59 shares — an estimated $1.28K sold.

Rothschild Investment LLC first reported a position in NBCM in Q4 2023 and held it in 2 quarters. The position peaked at $1.28K in Q1 2024. 19 funds tracked by Wall St. Rank hold NBCM as of Q2 2024.

Rothschild Investment LLC reported no remaining Neuberger Commodity Strategy ETF position as of Q2 2024 after selling out during the quarter.
Rothschild Investment LLC sold 59 Neuberger Commodity Strategy ETF shares in Q2 2024, an estimated $1.28K.
Rothschild Investment LLC first reported a position in Neuberger Commodity Strategy ETF in Q4 2023 and held it in 2 quarters.
Rothschild Investment LLC's Neuberger Commodity Strategy ETF position peaked at $1.28K in Q1 2024.
19 funds tracked by Wall St. Rank held Neuberger Commodity Strategy ETF as of Q2 2024.

Based on Rothschild Investment LLC's 13F filing for Q2 2024, filed 31 Jul 2024.