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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
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 $131B AUM 28.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allworth Financial's NBOS Position: Q1 2026 in Review

Allworth Financial held its Neuberger Option Strategy ETF (NBOS) position steady in Q1 2026 at 2,963 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Allworth Financial first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $94.7K in Q3 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Allworth Financial held 2,963 shares of Neuberger Option Strategy ETF worth $79.2K as of Q1 2026.
  • Allworth Financial left its Neuberger Option Strategy ETF share count unchanged in Q1 2026.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2001 holding.
  • Allworth Financial first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • Allworth Financial's Neuberger Option Strategy ETF position peaked at $94.7K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.