CFP
NBET

Comprehensive Financial Planning’s Neuberger Energy Transition & Infrastructure ETF NBET Stock Holding History

Comprehensive Financial Planning’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 		$5.38K Buy
+130
New +$4.85K ﹤0.01% 298

Other funds holding NBET

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Comprehensive Financial Planning's NBET Position: Q1 2026 in Review

Comprehensive Financial Planning opened a new position in Neuberger Energy Transition & Infrastructure ETF (NBET) in Q1 2026: 130 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings.

15 funds tracked by Wall St. Rank hold NBET as of Q1 2026.

  • Comprehensive Financial Planning held 130 shares of Neuberger Energy Transition & Infrastructure ETF worth $5.38K as of Q1 2026.
  • Neuberger Energy Transition & Infrastructure ETF was a new Comprehensive Financial Planning position in Q1 2026.
  • Neuberger Energy Transition & Infrastructure ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #298 holding.
  • 15 funds tracked by Wall St. Rank held Neuberger Energy Transition & Infrastructure ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.