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Park Square Financial Group’s Neuberger Option Strategy ETF NBOS Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-5,455
Closed -$142K – 988
2025
Q2 		$142K Buy
5,455
+881
+19% +$22.2K 0.1% 150
2025
Q1 		$117K Sell
4,574
-2
-0% -$53 0.09% 152
2024
Q4 		$121K Buy
+4,576
New +$121K 0.08% 155

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Park Square Financial Group's NBOS Position: Q3 2025 in Review

Park Square Financial Group sold out of Neuberger Option Strategy ETF (NBOS) in Q3 2025, closing a stake of 5,455 shares — an estimated $142K sold.

Park Square Financial Group first reported a position in NBOS in Q4 2024 and held it in 3 quarters. The position peaked at $142K in Q2 2025. 48 funds tracked by Wall St. Rank hold NBOS as of Q3 2025.

  • Park Square Financial Group reported no remaining Neuberger Option Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 5,455 Neuberger Option Strategy ETF shares in Q3 2025, an estimated $142K.
  • Park Square Financial Group first reported a position in Neuberger Option Strategy ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Neuberger Option Strategy ETF position peaked at $142K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.