Osaic Holdings
NBET

Osaic Holdings’s Neuberger Energy Transition & Infrastructure ETF NBET Stock Holding History

Osaic Holdings’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 		$117K Buy
2,844
+146
+5% +$5.45K ﹤0.01% 4563
2025
Q4 		$88.3K Buy
2,698
+4
+0.1% +$130 ﹤0.01% 4820
2025
Q3 		$88.4K Buy
2,694
+8
+0.3% +$260 ﹤0.01% 4891
2025
Q2 		$88.2K Buy
2,686
+1,010
+60% +$32K ﹤0.01% 4611
2025
Q1 		$56.2K Buy
1,676
+155
+10% +$5.13K ﹤0.01% 4629
2024
Q4 		$48.3K Buy
1,521
+971
+177% +$31K ﹤0.01% 4727
2024
Q3 		$16.9K Hold
550
– – ﹤0.01% 5477
2024
Q2 		$15.1K Buy
+550
New +$15.1K ﹤0.01% 5537

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 $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Osaic Holdings's NBET Position: Q1 2026 in Review

Osaic Holdings increased its Neuberger Energy Transition & Infrastructure ETF (NBET) stake by 5.4% in Q1 2026, buying an estimated $5.45K and bringing the position to 2,844 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #4563.

Osaic Holdings first reported a position in NBET in Q2 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold NBET as of Q1 2026.

  • Osaic Holdings held 2,844 shares of Neuberger Energy Transition & Infrastructure ETF worth $117K as of Q1 2026.
  • Osaic Holdings bought 146 Neuberger Energy Transition & Infrastructure ETF shares in Q1 2026, an estimated $5.45K.
  • Neuberger Energy Transition & Infrastructure ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4563 holding.
  • Osaic Holdings first reported a position in Neuberger Energy Transition & Infrastructure ETF in Q2 2024 and has held it in 8 quarters since.
  • 15 funds tracked by Wall St. Rank held Neuberger Energy Transition & Infrastructure ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.