AWM
NBOS icon

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

AE 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
2026
Q2 		– Sell
-7,707
Closed -$206K – 2794
2026
Q1 		$206K Sell
7,707
-493,804
-98% -$13.5M ﹤0.01% 1587
2025
Q4 		$13.7M Buy
501,511
+18,747
+4% +$507K 0.08% 248
2025
Q3 		$13M Buy
482,764
+33,924
+8% +$896K 0.08% 237
2025
Q2 		$11.7M Buy
448,840
+78,050
+21% +$1.97M 0.09% 232
2025
Q1 		$9.48M Sell
370,790
-18,350
-5% -$484K 0.08% 244
2024
Q4 		$10.3M Buy
+389,140
New +$10.3M 0.09% 241

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 $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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
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

AE Wealth Management's NBOS Position: Q2 2026 in Review

AE Wealth Management sold out of Neuberger Option Strategy ETF (NBOS) in Q2 2026, closing a stake of 7,707 shares — an estimated $206K sold.

AE Wealth Management first reported a position in NBOS in Q4 2024 and held it in 6 quarters. The position peaked at $13.7M in Q4 2025. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • AE Wealth Management reported no remaining Neuberger Option Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 7,707 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $206K.
  • AE Wealth Management first reported a position in Neuberger Option Strategy ETF in Q4 2024 and held it in 6 quarters.
  • AE Wealth Management's Neuberger Option Strategy ETF position peaked at $13.7M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.