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Neuberger Berman Next Genera shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Neuberger Berman Next Genera (NBXG) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Neuberger Berman Next Genera

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All positions including Neuberger Berman Next Genera held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neuberger Berman Next Genera by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $712k 46k 15.38
2025-06-30 $663k 45k 14.60
2025-03-31 $465k 38k 12.25
2024-12-31 $463k 36k 12.74

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Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
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First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Neuberger Berman Next Genera

Saba Capital Management
Morgan Stanley
Karpus Investment Management
Lazard Asset Management
Wells Fargo & Company
Sit Investment Associates
Brooklyn Capital Management
UBS Group
City of London Investment Management Company
Capstone Investment Advisors
Penserra Capital Management
Royal Bank of Canada
Wealth Enhancement Advisory Services
Thomas J. Herzfeld Advisors
Blue Bell Private Wealth Management

View all funds holding Neuberger Berman Next Genera