B.O.S.S. Retirement Advisors’s Neuberger Option Strategy ETF NBOS Stock Holding History

B.O.S.S. Retirement Advisors’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	–	Sell	-13,394	Closed	-$365K	–	201
2025 Q4	$365K	Sell	13,394 -29,870	-69%	-$808K	0.12%	115
2025 Q3	$1.16M	Sell	43,264 -6,251	-13%	-$165K	0.28%	70
2025 Q2	$1.29M	Buy	49,515 +5,187	+12%	+$131K	0.32%	66
2025 Q1	$1.13M	Sell	44,328 -2,359	-5%	-$62.2K	0.33%	63
2024 Q4	$1.23M	Buy	+46,687	New	+$1.24M	0.34%	63

Other funds holding NBOS

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

B.O.S.S. Retirement Advisors's NBOS Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 13,394 shares — an estimated $365K sold.

B.O.S.S. Retirement Advisors first reported a position in NBOS in Q4 2024 and held it in 5 quarters. The position peaked at $1.29M in Q2 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

B.O.S.S. Retirement Advisors reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 13,394 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $365K.
B.O.S.S. Retirement Advisors first reported a position in Neuberger Option Strategy ETF in Q4 2024 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's Neuberger Option Strategy ETF position peaked at $1.29M in Q2 2025.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.