Back to NBXG
Holos Integrated Wealth LLC → NBXG
Holos Integrated Wealth LLC NBXG Position History
Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc. • Communication Services
Quarters held
5
Latest value
$10K
Q3 2026
Peak value
$10K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q4 2025 | $9K |
| Q1 2026 | $9K |
| Q2 2026 | $10K |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 650 | — | — |
| Q2 2026 | $10K | 650 | — | — |
| Q1 2026 | $9K | 650 | — | — |
| Q4 2025 | $9K | 650 | — | — |
| Q3 2025 | $10K | 650 | — | — |
Other funds holding NBXG
$70.3M
$63.1M
$63.1M
$63.1M
$63.1M
$61.7M
$57.8M
$52M
Other Holos Integrated Wealth LLC positions
FPF
$24.2MFirst Trust Laddered Buffer ETF
FPF
$22.3MFirst Trust Laddered Buffer ETF
FPF
$20.2MFirst Trust Laddered Buffer ETF
FPF
$19.9MFirst Trust Laddered Buffer ETF
FPF
$19.5MFirst Trust Laddered Buffer ETF
FPF
$14MFirst Trust TCW Unconstrained PLUS Bond
FIS
$12.2MFidelity Total Bond
FIS
$11.5MFidelity Total Bond