Wealth Enhancement Advisory Services’s Neuberger Core Equity ETF NBCR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NBCR Stock Details NBCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$541K	Buy	15,685 +290	+2%	+$9.9K	﹤0.01%	2732
2026 Q2	$523K	Hold	15,395	–	–	﹤0.01%	2645
2026 Q1	$461K	Sell	15,395 -4,663	-23%	-$145K	﹤0.01%	2382
2025 Q4	$642K	Buy	+20,058	New	+$628K	﹤0.01%	2290

Other funds holding NBCR

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $409M AUM 18.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IBEX Wealth Advisors Bedminster, New Jersey $1.29B AUM 49.29% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's NBCR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Neuberger Core Equity ETF (NBCR) stake by 1.9% in Q3 2026, buying an estimated $9.9K and bringing the position to 15,685 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Wealth Enhancement Advisory Services first reported a position in NBCR in Q4 2025 and has held it in 4 quarters since. The position peaked at $642K in Q4 2025. 13 funds tracked by Wall St. Rank hold NBCR as of Q3 2026.

Wealth Enhancement Advisory Services held 15,685 shares of Neuberger Core Equity ETF worth $541K as of Q3 2026.
Wealth Enhancement Advisory Services bought 290 Neuberger Core Equity ETF shares in Q3 2026, an estimated $9.9K.
Neuberger Core Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2732 holding.
Wealth Enhancement Advisory Services first reported a position in Neuberger Core Equity ETF in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's Neuberger Core Equity ETF position peaked at $642K in Q4 2025.
13 funds tracked by Wall St. Rank held Neuberger Core Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.