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Smart Money Group’s Neuberger Commodity Strategy ETF NBCM Stock Holding History

Smart Money Group’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
-31,798
Closed -$657K – 90
2023
Q4 		$657K Sell
31,798
-5,015
-14% -$110K 0.29% 43
2023
Q3 		$826K Buy
+36,813
New +$828K 0.39% 40

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 $1.01B AUM 17.58% 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 $304B AUM 35.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $187B AUM 21.7% 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 $786B AUM 40.34% 1-Year Est. Return

Smart Money Group's NBCM Position: Q1 2024 in Review

Smart Money Group sold out of Neuberger Commodity Strategy ETF (NBCM) in Q1 2024, closing a stake of 31,798 shares — an estimated $657K sold.

Smart Money Group first reported a position in NBCM in Q3 2023 and held it in 2 quarters. The position peaked at $826K in Q3 2023. 16 funds tracked by Wall St. Rank hold NBCM as of Q1 2024.

  • Smart Money Group reported no remaining Neuberger Commodity Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Smart Money Group sold 31,798 Neuberger Commodity Strategy ETF shares in Q1 2024, an estimated $657K.
  • Smart Money Group first reported a position in Neuberger Commodity Strategy ETF in Q3 2023 and held it in 2 quarters.
  • Smart Money Group's Neuberger Commodity Strategy ETF position peaked at $826K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held Neuberger Commodity Strategy ETF as of Q1 2024.

Based on Smart Money Group's 13F filing for Q1 2024, filed 2 May 2024.