Envestnet Asset Management
NBOS icon

Envestnet Asset Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

Envestnet Asset Management’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 		– Sell
-20,344
Closed -$555K – 4830
2025
Q4 		$555K Buy
20,344
+4,958
+32% +$134K ﹤0.01% 3634
2025
Q3 		$413K Buy
15,386
+1,135
+8% +$30K ﹤0.01% 3888
2025
Q2 		$371K Sell
14,251
-4,529
-24% -$114K ﹤0.01% 3909
2025
Q1 		$480K Sell
18,780
-25,733
-58% -$678K ﹤0.01% 3648
2024
Q4 		$1.17M Buy
44,513
+17,704
+66% +$469K ﹤0.01% 3063
2024
Q3 		$706K Buy
26,809
+14,767
+123% +$384K ﹤0.01% 3323
2024
Q2 		$317K Sell
12,042
-588,509
-98% -$15.2M ﹤0.01% 3703
2024
Q1 		$15.6M Buy
+600,551
New +$15.5M 0.01% 1246

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 $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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management's NBOS Position: Q1 2026 in Review

Envestnet Asset Management sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 20,344 shares — an estimated $555K sold.

Envestnet Asset Management first reported a position in NBOS in Q1 2024 and held it in 8 quarters. The position peaked at $15.6M in Q1 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Envestnet Asset Management reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 20,344 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $555K.
  • Envestnet Asset Management first reported a position in Neuberger Option Strategy ETF in Q1 2024 and held it in 8 quarters.
  • Envestnet Asset Management's Neuberger Option Strategy ETF position peaked at $15.6M in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.