UAG
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United Advisor Group’s Neuberger Option Strategy ETF NBOS Stock Holding History

United Advisor 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
Q2 		– Sell
-10,535
Closed -$269K – 399
2025
Q1 		$269K Buy
+10,535
New +$278K 0.06% 291
2024
Q4 		– Sell
-29,420
Closed -$775K – 403
2024
Q3 		$775K Buy
+29,420
New +$764K 0.18% 130
2024
Q2 		– Sell
-21,392
Closed -$557K – 284
2024
Q1 		$557K Buy
+21,392
New +$553K 0.21% 106

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 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 $468B AUM 17.69% 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

United Advisor Group's NBOS Position: Q2 2025 in Review

United Advisor Group sold out of Neuberger Option Strategy ETF (NBOS) in Q2 2025, closing a stake of 10,535 shares — an estimated $269K sold.

United Advisor Group first reported a position in NBOS in Q1 2024 and held it in 3 quarters. The position peaked at $775K in Q3 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q2 2025.

  • United Advisor Group reported no remaining Neuberger Option Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • United Advisor Group sold 10,535 Neuberger Option Strategy ETF shares in Q2 2025, an estimated $269K.
  • United Advisor Group first reported a position in Neuberger Option Strategy ETF in Q1 2024 and held it in 3 quarters.
  • United Advisor Group's Neuberger Option Strategy ETF position peaked at $775K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2025.

Based on United Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.