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 Q3	$251K	Buy	8,806 +163	+2%	+$4.62K	﹤0.01%	2010
2026 Q2	$242K	Buy	8,643 +167	+2%	+$4.63K	﹤0.01%	1825
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TFB Advisors Overland Park, Kansas $245M AUM 19.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Concurrent Investment Advisors's NBOS Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Neuberger Option Strategy ETF (NBOS) stake by 1.9% in Q3 2026, buying an estimated $4.62K and bringing the position to 8,806 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Concurrent Investment Advisors first reported a position in NBOS in Q1 2025 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold NBOS as of Q3 2026.

Concurrent Investment Advisors held 8,806 shares of Neuberger Option Strategy ETF worth $251K as of Q3 2026.
Concurrent Investment Advisors bought 163 Neuberger Option Strategy ETF shares in Q3 2026, an estimated $4.62K.
Neuberger Option Strategy ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2010 holding.
Concurrent Investment Advisors first reported a position in Neuberger Option Strategy ETF in Q1 2025 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.