Edge Financial Advisors’s Neuberger Option Strategy ETF NBOS Stock Holding History

Edge Financial 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
2025 Q4	$649K	Buy	+23,798	New	+$644K	0.27%	71

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Edge Financial Advisors's NBOS Position: Q4 2025 in Review

Edge Financial Advisors opened a new position in Neuberger Option Strategy ETF (NBOS) in Q4 2025: 23,798 shares worth $649K. The stake represents 0.27% of the portfolio and ranks #71 among its holdings.

55 funds tracked by Wall St. Rank hold NBOS as of Q4 2025.

Edge Financial Advisors held 23,798 shares of Neuberger Option Strategy ETF worth $649K as of Q4 2025.
Neuberger Option Strategy ETF was a new Edge Financial Advisors position in Q4 2025.
Neuberger Option Strategy ETF made up 0.27% of Edge Financial Advisors's portfolio in Q4 2025, its #71 holding.
55 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.