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 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 $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's NBCR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Neuberger Core Equity ETF (NBCR) position steady in Q2 2026 at 15,395 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Wealth Enhancement Advisory Services first reported a position in NBCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $642K in Q4 2025. 16 funds tracked by Wall St. Rank hold NBCR as of Q2 2026.

Wealth Enhancement Advisory Services held 15,395 shares of Neuberger Core Equity ETF worth $523K as of Q2 2026.
Wealth Enhancement Advisory Services left its Neuberger Core Equity ETF share count unchanged in Q2 2026.
Neuberger Core Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2645 holding.
Wealth Enhancement Advisory Services first reported a position in Neuberger Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Advisory Services's Neuberger Core Equity ETF position peaked at $642K in Q4 2025.
16 funds tracked by Wall St. Rank held Neuberger Core Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.