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 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Concurrent Investment Advisors's NBOS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Neuberger Option Strategy ETF (NBOS) stake by 2% in Q2 2026, buying an estimated $4.63K and bringing the position to 8,643 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Concurrent Investment Advisors first reported a position in NBOS in Q1 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

Concurrent Investment Advisors held 8,643 shares of Neuberger Option Strategy ETF worth $242K as of Q2 2026.
Concurrent Investment Advisors bought 167 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $4.63K.
Neuberger Option Strategy ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1825 holding.
Concurrent Investment Advisors first reported a position in Neuberger Option Strategy ETF in Q1 2025 and has held it in 6 quarters since.
47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.