Beacon Pointe Advisors’s Neuberger Energy Transition & Infrastructure ETF NBET Stock Holding History

Beacon Pointe Advisors’s Portfolio NBET Stock Details NBET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.37M	Buy	155,149 +3,102	+2%	+$116K	0.03%	421
2025 Q4	$4.98M	Buy	152,047 +6,877	+5%	+$224K	0.03%	386
2025 Q3	$4.76M	Buy	145,170 +10,988	+8%	+$357K	0.04%	359
2025 Q2	$4.41M	Buy	134,182 +17,294	+15%	+$548K	0.05%	338
2025 Q1	$3.92M	Buy	+116,888	New	+$3.87M	0.04%	345

Other funds holding NBET

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Beacon Pointe Advisors's NBET Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Neuberger Energy Transition & Infrastructure ETF (NBET) stake by 2% in Q1 2026, buying an estimated $116K and bringing the position to 155,149 shares worth $6.37M. The position accounts for 0.03% of the portfolio, ranked #421.

Beacon Pointe Advisors first reported a position in NBET in Q1 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold NBET as of Q1 2026.

Beacon Pointe Advisors held 155,149 shares of Neuberger Energy Transition & Infrastructure ETF worth $6.37M as of Q1 2026.
Beacon Pointe Advisors bought 3,102 Neuberger Energy Transition & Infrastructure ETF shares in Q1 2026, an estimated $116K.
Neuberger Energy Transition & Infrastructure ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #421 holding.
Beacon Pointe Advisors first reported a position in Neuberger Energy Transition & Infrastructure ETF in Q1 2025 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held Neuberger Energy Transition & Infrastructure ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.