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Concurrent Investment Advisors’s Neuberger Option Strategy ETF NBOS Stock Holding History

Concurrent Investment Advisors’s Portfolio NBOS Stock Details NBOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Buy
8,476
+169
+2% +$4.62K ﹤0.01% 1670
2025
Q4 		$227K Buy
8,307
+170
+2% +$4.6K ﹤0.01% 1572
2025
Q3 		$219K Buy
8,137
+145
+2% +$3.83K ﹤0.01% 1309
2025
Q2 		$208K Buy
7,992
+148
+2% +$3.73K ﹤0.01% 1247
2025
Q1 		$201K Buy
+7,844
New +$207K ﹤0.01% 1129

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concurrent Investment Advisors's NBOS Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Neuberger Option Strategy ETF (NBOS) stake by 2% in Q1 2026, buying an estimated $4.62K and bringing the position to 8,476 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Concurrent Investment Advisors first reported a position in NBOS in Q1 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Concurrent Investment Advisors held 8,476 shares of Neuberger Option Strategy ETF worth $227K as of Q1 2026.
  • Concurrent Investment Advisors bought 169 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $4.62K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1670 holding.
  • Concurrent Investment Advisors first reported a position in Neuberger Option Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.