Claro Advisors Inc.
Position in NBXG — Neuberger Next Generation Connectivity Fund Inc.
CIK 1764386
BOSTON, MA
Position in NBXG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$566,346
-$47,553 QoQ
Shares Held
34,241
-28.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#45
of 102 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NBXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Claro Advisors Inc. holds $9,906,527 across 13 Asset Management names. NBXG ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
29,358 | $3,164,205 | |
| 2 | BLK |
BlackRock, Inc.
|
1,691 | $1,625,997 | |
| 3 | VGM |
Invesco Trust for Investment Grade Municipals
|
99,973 | $1,059,713 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
73,211 | $952,475 | |
| 5 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
This page
|
34,241 | $566,346 | |
| 6 | PSEC |
Prospect Capital Corp
|
192,700 | $445,137 | |
| 7 | BX |
Blackstone Inc.
|
3,299 | $388,193 | |
| 8 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
34,327 | $328,509 |
All Filings in NBXG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,346 | 34,241 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $613,899 | 47,700 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $765,377 | 53,004 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $826,521 | 53,740 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $798,897 | 54,719 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $790,970 | 64,569 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $846,381 | 66,435 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $904,925 | 70,532 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $906,010 | 70,179 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $639,000 | 54,383 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $566,436 | 51,824 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $274,441 | 26,338 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $224,909 | 20,615 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||