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Cornerstone Wealth Partners’s Neuberger Option Strategy ETF NBOS Stock Holding History

Cornerstone Wealth Partners’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 		– Sell
-655
Closed -$17.5K – 20
2026
Q1 		$17.5K Buy
+655
New +$17.9K 0.01% 17

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LPL Financial
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MA
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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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
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

Cornerstone Wealth Partners's NBOS Position: Q2 2026 in Review

Cornerstone Wealth Partners sold out of Neuberger Option Strategy ETF (NBOS) in Q2 2026, closing a stake of 655 shares — an estimated $17.5K sold.

Cornerstone Wealth Partners first reported a position in NBOS in Q1 2026 and held it in 1 quarter. The position peaked at $17.5K in Q1 2026. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Cornerstone Wealth Partners reported no remaining Neuberger Option Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Partners sold 655 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $17.5K.
  • Cornerstone Wealth Partners first reported a position in Neuberger Option Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Cornerstone Wealth Partners's Neuberger Option Strategy ETF position peaked at $17.5K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Cornerstone Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.