Commonwealth Equity Services’s Neuberger Option Strategy ETF NBOS Stock Holding History

Commonwealth Equity Services’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 Q2	$241K	Sell	8,590 -241	-3%	-$6.68K	﹤0.01%	3971
2026 Q1	$236K	Buy	8,831 +1,168	+15%	+$31.9K	﹤0.01%	3847
2025 Q4	$209K	Buy	7,663 +74	+1%	+$2K	﹤0.01%	3949
2025 Q3	$204K	Sell	7,589 -2,663	-26%	-$70.4K	﹤0.01%	3941
2025 Q2	$267K	Buy	+10,252	New	+$259K	﹤0.01%	3700

Other funds holding NBOS

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services's NBOS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Neuberger Option Strategy ETF (NBOS) stake by 2.7% in Q2 2026, selling an estimated $6.68K and leaving 8,590 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3971.

Commonwealth Equity Services first reported a position in NBOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $267K in Q2 2025. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

Commonwealth Equity Services held 8,590 shares of Neuberger Option Strategy ETF worth $241K as of Q2 2026.
Commonwealth Equity Services sold 241 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $6.68K.
Neuberger Option Strategy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3971 holding.
Commonwealth Equity Services first reported a position in Neuberger Option Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Commonwealth Equity Services's Neuberger Option Strategy ETF position peaked at $267K in Q2 2025.
47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.