SWA
NBXG

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

SOA 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
Q2 		– Sell
-61,448
Closed -$61.4K – 910
2025
Q1 		$61.4K Buy
+61,448
New +$802K 0.01% 311

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SOA Wealth Advisors's NBXG Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Neuberger Next Generation Connectivity Fund Inc (NBXG) in Q2 2025, closing a stake of 61,448 shares — an estimated $61.4K sold.

SOA Wealth Advisors first reported a position in NBXG in Q1 2025 and held it in 1 quarter. The position peaked at $61.4K in Q1 2025. 79 funds tracked by Wall St. Rank hold NBXG as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Neuberger Next Generation Connectivity Fund Inc position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 61,448 Neuberger Next Generation Connectivity Fund Inc shares in Q2 2025, an estimated $61.4K.
  • SOA Wealth Advisors first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q1 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's Neuberger Next Generation Connectivity Fund Inc position peaked at $61.4K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.