Total Wealth Planning & Management’s Neuberger High Yield Strategies Fund Inc NHS Stock Holding History

Total Wealth Planning & Management’s Portfolio NHS Stock Details NHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$344K	Buy	63,400 +9,098	+17%	+$54.1K	0.26%	141
2026 Q2	$339K	Buy	54,302 +6,542	+14%	+$41.7K	0.23%	150
2026 Q1	$309K	Buy	47,760 +2,439	+5%	+$17.9K	0.23%	153
2025 Q4	$337K	Buy	+45,321	New	+$332K	0.25%	133
2025 Q2	$317K	Buy	41,800 +824	+2%	+$6.17K	0.26%	153
2025 Q1	$313K	Buy	+40,976	New	+$316K	0.3%	128

Other funds holding NHS

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Total Wealth Planning & Management's NHS Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Neuberger High Yield Strategies Fund Inc (NHS) stake by 17% in Q3 2026, buying an estimated $54.1K and bringing the position to 63,400 shares worth $344K. The position accounts for 0.26% of the portfolio, ranked #141.

Total Wealth Planning & Management first reported a position in NHS in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold NHS as of Q3 2026.

Total Wealth Planning & Management held 63,400 shares of Neuberger High Yield Strategies Fund Inc worth $344K as of Q3 2026.
Total Wealth Planning & Management bought 9,098 Neuberger High Yield Strategies Fund Inc shares in Q3 2026, an estimated $54.1K.
Neuberger High Yield Strategies Fund Inc made up 0.26% of Total Wealth Planning & Management's portfolio in Q3 2026, its #141 holding.
Total Wealth Planning & Management first reported a position in Neuberger High Yield Strategies Fund Inc in Q1 2025 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held Neuberger High Yield Strategies Fund Inc as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.