IHT Wealth Management
NBOS icon

IHT Wealth Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

IHT Wealth Management’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
2025
Q2 		– Sell
-15,952
Closed -$408K – 1210
2025
Q1 		$408K Buy
15,952
+597
+4% +$15.7K 0.01% 738
2024
Q4 		$405K Buy
15,355
+1,480
+11% +$39.2K 0.01% 747
2024
Q3 		$366K Buy
13,875
+43
+0.3% +$1.12K 0.01% 831
2024
Q2 		$364K Sell
13,832
-6,833
-33% -$177K 0.01% 735
2024
Q1 		$538K Buy
+20,665
New +$534K 0.02% 604

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marquette Associates
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IHT Wealth Management's NBOS Position: Q2 2025 in Review

IHT Wealth Management sold out of Neuberger Option Strategy ETF (NBOS) in Q2 2025, closing a stake of 15,952 shares — an estimated $408K sold.

IHT Wealth Management first reported a position in NBOS in Q1 2024 and held it in 5 quarters. The position peaked at $538K in Q1 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q2 2025.

  • IHT Wealth Management reported no remaining Neuberger Option Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 15,952 Neuberger Option Strategy ETF shares in Q2 2025, an estimated $408K.
  • IHT Wealth Management first reported a position in Neuberger Option Strategy ETF in Q1 2024 and held it in 5 quarters.
  • IHT Wealth Management's Neuberger Option Strategy ETF position peaked at $538K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.