Tranquility Partners’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Tranquility Partners’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
2024 Q4	–	Sell	-8,050	Closed	-$214K	–	222
2024 Q3	$214K	Sell	8,050 -9,200	-53%	-$236K	0.08%	206
2024 Q2	$429K	Buy	+17,250	New	+$432K	0.17%	138

Other funds holding NBSM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Tranquility Partners's NBSM Position: Q4 2024 in Review

Tranquility Partners sold out of Neuberger Small-Mid Cap ETF (NBSM) in Q4 2024, closing a stake of 8,050 shares — an estimated $214K sold.

Tranquility Partners first reported a position in NBSM in Q2 2024 and held it in 2 quarters. The position peaked at $429K in Q2 2024. 7 funds tracked by Wall St. Rank hold NBSM as of Q4 2024.

Tranquility Partners reported no remaining Neuberger Small-Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
Tranquility Partners sold 8,050 Neuberger Small-Mid Cap ETF shares in Q4 2024, an estimated $214K.
Tranquility Partners first reported a position in Neuberger Small-Mid Cap ETF in Q2 2024 and held it in 2 quarters.
Tranquility Partners's Neuberger Small-Mid Cap ETF position peaked at $429K in Q2 2024.
7 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q4 2024.

Based on Tranquility Partners's 13F filing for Q4 2024, filed 29 Jan 2025.