Tyler-Stone Wealth Management’s Neuberger Commodity Strategy ETF NBCM Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-4	Closed	-$88	–	714
2024 Q2	$88	Hold	4	–	–	﹤0.01%	961
2024 Q1	$86	Hold	4	–	–	﹤0.01%	952
2023 Q4	$83	Hold	4	–	–	﹤0.01%	934
2023 Q3	$0	Hold	4	–	–	﹤0.01%	935
2023 Q2	$0	Buy	+4	New	+$86	﹤0.01%	905
2022 Q4	$0	Buy	+4	New	+$90	﹤0.01%	889

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

CAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FTUS

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

Tyler-Stone Wealth Management's NBCM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Neuberger Commodity Strategy ETF (NBCM) in Q3 2024, closing a stake of 4 shares — an estimated $88 sold.

Tyler-Stone Wealth Management first reported a position in NBCM in Q4 2022 and held it in 6 quarters. The position peaked at $88 in Q2 2024. 18 funds tracked by Wall St. Rank hold NBCM as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Neuberger Commodity Strategy ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 4 Neuberger Commodity Strategy ETF shares in Q3 2024, an estimated $88.
Tyler-Stone Wealth Management first reported a position in Neuberger Commodity Strategy ETF in Q4 2022 and held it in 6 quarters.
Tyler-Stone Wealth Management's Neuberger Commodity Strategy ETF position peaked at $88 in Q2 2024.
18 funds tracked by Wall St. Rank held Neuberger Commodity Strategy ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.