Integrated Wealth Concepts’s Neuberger Option Strategy ETF NBOS Stock Holding History

Integrated Wealth Concepts’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	$282K	Buy	+10,078	New	+$279K	﹤0.01%	2117

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

Integrated Wealth Concepts's NBOS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Neuberger Option Strategy ETF (NBOS) in Q2 2026: 10,078 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #2117 among its holdings.

47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

Integrated Wealth Concepts held 10,078 shares of Neuberger Option Strategy ETF worth $282K as of Q2 2026.
Neuberger Option Strategy ETF was a new Integrated Wealth Concepts position in Q2 2026.
Neuberger Option Strategy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2117 holding.
47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.