Prevail Innovative Wealth Advisors’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

Prevail Innovative Wealth 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
2025 Q3	–	Sell	-88,990	Closed	-$1.3M	–	224
2025 Q2	$1.3M	Sell	88,990 -23,705	-21%	-$304K	0.29%	115
2025 Q1	$1.38M	Buy	112,695 +17,374	+18%	+$227K	0.37%	92
2024 Q4	$1.21M	Buy	95,321 +14,732	+18%	+$192K	0.35%	85
2024 Q3	$1.03M	Buy	80,589 +19,793	+33%	+$245K	0.32%	96
2024 Q2	$785K	Buy	+60,796	New	+$734K	0.28%	98
2023 Q3	–	Sell	-91,167	Closed	-$995K	–	142
2023 Q2	$995K	Buy	+91,167	New	+$922K	0.55%	62

Other funds holding NBXG

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Prevail Innovative Wealth Advisors's NBXG Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q3 2025, closing a stake of 88,990 shares — an estimated $1.3M sold.

Prevail Innovative Wealth Advisors first reported a position in NBXG in Q2 2023 and held it in 6 quarters. The position peaked at $1.38M in Q1 2025. 80 funds tracked by Wall St. Rank hold NBXG as of Q3 2025.

Prevail Innovative Wealth Advisors reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q3 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 88,990 Neuberger Next Generation Connectivity Fund Inc shares in Q3 2025, an estimated $1.3M.
Prevail Innovative Wealth Advisors first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q2 2023 and held it in 6 quarters.
Prevail Innovative Wealth Advisors's Neuberger Next Generation Connectivity Fund Inc position peaked at $1.38M in Q1 2025.
80 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.