EH
NBOS icon

Equitable Holdings’s Neuberger Option Strategy ETF NBOS Stock Holding History

Equitable Holdings’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 		$664K Buy
24,342
+8,662
+55% +$237K ﹤0.01% 1136
2025
Q4 		$428K Buy
15,680
+269
+2% +$7.28K ﹤0.01% 1166
2025
Q3 		$414K Buy
15,411
+230
+2% +$6.08K ﹤0.01% 1140
2025
Q2 		$395K Buy
15,181
+3,959
+35% +$99.8K ﹤0.01% 1087
2025
Q1 		$287K Buy
11,222
+219
+2% +$5.77K ﹤0.01% 1112
2024
Q4 		$290K Buy
11,003
+282
+3% +$7.47K ﹤0.01% 1052
2024
Q3 		$283K Buy
10,721
+225
+2% +$5.84K ﹤0.01% 1065
2024
Q2 		$276K Buy
10,496
+60
+0.6% +$1.55K ﹤0.01% 1016
2024
Q1 		$272K Buy
+10,436
New +$270K ﹤0.01% 982

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
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

Equitable Holdings's NBOS Position: Q1 2026 in Review

Equitable Holdings increased its Neuberger Option Strategy ETF (NBOS) stake by 55% in Q1 2026, buying an estimated $237K and bringing the position to 24,342 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Equitable Holdings first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Equitable Holdings held 24,342 shares of Neuberger Option Strategy ETF worth $664K as of Q1 2026.
  • Equitable Holdings bought 8,662 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $237K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1136 holding.
  • Equitable Holdings first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.