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Worth Financial Advisory Group’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Worth Financial Advisory Group’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
2026
Q1 		– Sell
-26,514
Closed -$669K – 196
2025
Q4 		$669K Buy
26,514
+637
+2% +$16.2K 0.32% 76
2025
Q3 		$655K Buy
25,877
+3,793
+17% +$97.2K 0.37% 67
2025
Q2 		$553K Buy
+22,084
New +$529K 0.34% 72

Other funds holding NBSM

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Worth Financial Advisory Group's NBSM Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Neuberger Small-Mid Cap ETF (NBSM) in Q1 2026, closing a stake of 26,514 shares — an estimated $669K sold.

Worth Financial Advisory Group first reported a position in NBSM in Q2 2025 and held it in 3 quarters. The position peaked at $669K in Q4 2025. 19 funds tracked by Wall St. Rank hold NBSM as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Neuberger Small-Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 26,514 Neuberger Small-Mid Cap ETF shares in Q1 2026, an estimated $669K.
  • Worth Financial Advisory Group first reported a position in Neuberger Small-Mid Cap ETF in Q2 2025 and held it in 3 quarters.
  • Worth Financial Advisory Group's Neuberger Small-Mid Cap ETF position peaked at $669K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.