JWCA
NBXG

J.W. Cole Advisors’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

J.W. Cole Advisors’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 		$187K Buy
+11,322
New +$173K ﹤0.01% 1516
2026
Q1 		– Sell
-10,133
Closed -$146K – 1220
2025
Q4 		$146K Sell
10,133
-12,262
-55% -$181K ﹤0.01% 1346
2025
Q3 		$344K Buy
22,395
+2,393
+12% +$35.5K 0.01% 1147
2025
Q2 		$292K Buy
+20,002
New +$257K 0.01% 1159

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

J.W. Cole Advisors's NBXG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q2 2026: 11,322 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #1516 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NBXG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NBXG in Q2 2025 and has held it in 4 quarters since. The position peaked at $344K in Q3 2025. 103 funds tracked by Wall St. Rank hold NBXG as of Q2 2026.

  • J.W. Cole Advisors held 11,322 shares of Neuberger Next Generation Connectivity Fund Inc worth $187K as of Q2 2026.
  • Neuberger Next Generation Connectivity Fund Inc was a new J.W. Cole Advisors position in Q2 2026.
  • Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1516 holding.
  • J.W. Cole Advisors first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q2 2025 and has held it in 4 quarters since.
  • J.W. Cole Advisors's Neuberger Next Generation Connectivity Fund Inc position peaked at $344K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.