Creative Planning
NBXG

Creative Planning’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Creative Planning’s Portfolio NBXG Stock Details NBXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Sell
13,514
-10,299
-43% -$158K ﹤0.01% 3800
2026
Q1 		$306K Buy
23,813
+12,691
+114% +$174K ﹤0.01% 3417
2025
Q4 		$161K Buy
11,122
+249
+2% +$3.68K ﹤0.01% 3617
2025
Q3 		$167K Buy
+10,873
New +$161K ﹤0.01% 3549

Other funds holding NBXG

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's NBXG Position: Q2 2026 in Review

Creative Planning reduced its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 43% in Q2 2026, selling an estimated $158K and leaving 13,514 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3800.

Creative Planning first reported a position in NBXG in Q3 2025 and has held it in 4 quarters since. The position peaked at $306K in Q1 2026. 102 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

  • Creative Planning held 13,514 shares of Neuberger Next Generation Connectivity Fund Inc worth $224K as of Q2 2026.
  • Creative Planning sold 10,299 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2026, an estimated $158K.
  • Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3800 holding.
  • Creative Planning first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's Neuberger Next Generation Connectivity Fund Inc position peaked at $306K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.