Fidelity Investments
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Fidelity Investments’s Neuberger Option Strategy ETF NBOS Stock Holding History

Fidelity Investments’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
-32
Closed -$873 – 5584
2025
Q4 		$873 Hold
32
– – ﹤0.01% 5110
2025
Q3 		$860 Hold
32
– – ﹤0.01% 5035
2025
Q2 		$833 Hold
32
– – ﹤0.01% 4985
2025
Q1 		$819 Sell
32
-15
-32% -$395 ﹤0.01% 4977
2024
Q4 		$1.24K Buy
47
+15
+47% +$397 ﹤0.01% 4895
2024
Q3 		$843 Hold
32
– – ﹤0.01% 4926
2024
Q2 		$842 Hold
32
– – ﹤0.01% 4814
2024
Q1 		$833 Buy
+32
New +$827 ﹤0.01% 4800

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

Fidelity Investments's NBOS Position: Q1 2026 in Review

Fidelity Investments sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 32 shares — an estimated $873 sold.

Fidelity Investments first reported a position in NBOS in Q1 2024 and held it in 8 quarters. The position peaked at $1.24K in Q4 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Fidelity Investments reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Fidelity Investments sold 32 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $873.
  • Fidelity Investments first reported a position in Neuberger Option Strategy ETF in Q1 2024 and held it in 8 quarters.
  • Fidelity Investments's Neuberger Option Strategy ETF position peaked at $1.24K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.