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
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 $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM

Creative Planning's NBXG Position: Q1 2026 in Review

Creative Planning increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 114% in Q1 2026, buying an estimated $174K and bringing the position to 23,813 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3417.

Creative Planning first reported a position in NBXG in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold NBXG as of Q1 2026.

  • Creative Planning held 23,813 shares of Neuberger Next Generation Connectivity Fund Inc worth $306K as of Q1 2026.
  • Creative Planning bought 12,691 Neuberger Next Generation Connectivity Fund Inc shares in Q1 2026, an estimated $174K.
  • Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3417 holding.
  • Creative Planning first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.