Carson Wealth (CWM LLC)
NBOS icon

Carson Wealth (CWM LLC)’s Neuberger Option Strategy ETF NBOS Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.71M Buy
175,994
+9,754
+6% +$267K 0.01% 841
2025
Q4 		$4.53M Buy
166,240
+149,849
+914% +$4.05M 0.01% 825
2025
Q3 		$440K Buy
+16,391
New +$433K ﹤0.01% 1875

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NBOS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Neuberger Option Strategy ETF (NBOS) stake by 5.9% in Q1 2026, buying an estimated $267K and bringing the position to 175,994 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #841.

Carson Wealth (CWM LLC) first reported a position in NBOS in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 175,994 shares of Neuberger Option Strategy ETF worth $4.71M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,754 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $267K.
  • Neuberger Option Strategy ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #841 holding.
  • Carson Wealth (CWM LLC) first reported a position in Neuberger Option Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.