Bank of America
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Bank of America’s Neuberger Option Strategy ETF NBOS Stock Holding History

Bank of America’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
2024
Q3 		– Sell
-628
Closed -$16.5K – 8447
2024
Q2 		$16.5K Buy
628
+612
+3,825% +$15.9K ﹤0.01% 6785
2024
Q1 		$417 Buy
+16
New +$413 ﹤0.01% 7290

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
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Bank of America's NBOS Position: Q3 2024 in Review

Bank of America sold out of Neuberger Option Strategy ETF (NBOS) in Q3 2024, closing a stake of 628 shares — an estimated $16.5K sold.

Bank of America first reported a position in NBOS in Q1 2024 and held it in 2 quarters. The position peaked at $16.5K in Q2 2024. 32 funds tracked by Wall St. Rank hold NBOS as of Q3 2024.

  • Bank of America reported no remaining Neuberger Option Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of America sold 628 Neuberger Option Strategy ETF shares in Q3 2024, an estimated $16.5K.
  • Bank of America first reported a position in Neuberger Option Strategy ETF in Q1 2024 and held it in 2 quarters.
  • Bank of America's Neuberger Option Strategy ETF position peaked at $16.5K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2024.

Based on Bank of America's 13F filing for Q3 2024, filed 14 Nov 2024.