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Atria Wealth Solutions’s Neuberger Option Strategy ETF NBOS Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-117,962
Closed -$3.11M – 2107
2024
Q4 		$3.11M Buy
+117,962
New +$3.13M 0.03% 496

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Wealth Solutions's NBOS Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2025, closing a stake of 117,962 shares — an estimated $3.11M sold.

Atria Wealth Solutions first reported a position in NBOS in Q4 2024 and held it in 1 quarter. The position peaked at $3.11M in Q4 2024. 42 funds tracked by Wall St. Rank hold NBOS as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Neuberger Option Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 117,962 Neuberger Option Strategy ETF shares in Q1 2025, an estimated $3.11M.
  • Atria Wealth Solutions first reported a position in Neuberger Option Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Neuberger Option Strategy ETF position peaked at $3.11M in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.