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 Q2	–	Sell	-130	Closed	-$5.38K	–	443
2026 Q1	$5.38K	Buy	+130	New	+$4.85K	﹤0.01%	298

Other funds holding NBET

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Comprehensive Financial Planning's NBET Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of Neuberger Energy Transition & Infrastructure ETF (NBET) in Q2 2026, closing a stake of 130 shares — an estimated $5.38K sold.

Comprehensive Financial Planning first reported a position in NBET in Q1 2026 and held it in 1 quarter. The position peaked at $5.38K in Q1 2026. 14 funds tracked by Wall St. Rank hold NBET as of Q2 2026.

Comprehensive Financial Planning reported no remaining Neuberger Energy Transition & Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 130 Neuberger Energy Transition & Infrastructure ETF shares in Q2 2026, an estimated $5.38K.
Comprehensive Financial Planning first reported a position in Neuberger Energy Transition & Infrastructure ETF in Q1 2026 and held it in 1 quarter.
Comprehensive Financial Planning's Neuberger Energy Transition & Infrastructure ETF position peaked at $5.38K in Q1 2026.
14 funds tracked by Wall St. Rank held Neuberger Energy Transition & Infrastructure ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.