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NBOS icon

Allworth Financial’s Neuberger Option Strategy ETF NBOS Stock Holding History

Allworth Financial’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 		$83K Hold
2,963
– – ﹤0.01% 2079
2026
Q1 		$79.2K Hold
2,963
– – ﹤0.01% 2001
2025
Q4 		$80.8K Hold
2,963
– – ﹤0.01% 1882
2025
Q3 		$79.6K Hold
2,963
– – ﹤0.01% 1804
2025
Q2 		$77.2K Hold
2,963
– – ﹤0.01% 1686
2025
Q1 		$73.8K Hold
2,963
– – ﹤0.01% 1377
2024
Q4 		$79.4K Sell
2,963
-630
-18% -$16.7K ﹤0.01% 1361
2024
Q3 		$94.7K Hold
3,593
– – ﹤0.01% 1111
2024
Q2 		$93.7K Hold
3,593
– – ﹤0.01% 1105
2024
Q1 		$93.5K Buy
+3,593
New +$92.9K ﹤0.01% 1041

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

Allworth Financial's NBOS Position: Q2 2026 in Review

Allworth Financial held its Neuberger Option Strategy ETF (NBOS) position steady in Q2 2026 at 2,963 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Allworth Financial first reported a position in NBOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $94.7K in Q3 2024. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Allworth Financial held 2,963 shares of Neuberger Option Strategy ETF worth $83K as of Q2 2026.
  • Allworth Financial left its Neuberger Option Strategy ETF share count unchanged in Q2 2026.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2079 holding.
  • Allworth Financial first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 10 quarters since.
  • Allworth Financial's Neuberger Option Strategy ETF position peaked at $94.7K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.