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
Q3 		$9.18K Buy
+323
New +$9.16K ﹤0.01% 4965
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 $148B AUM 31.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Fidelity Investments's NBOS Position: Q3 2026 in Review

Fidelity Investments opened a new position in Neuberger Option Strategy ETF (NBOS) in Q3 2026: 323 shares worth $9.18K. The stake represents ﹤0.01% of the portfolio and ranks #4965 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in NBOS as recently as Q4 2025.

Fidelity Investments first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold NBOS as of Q3 2026.

  • Fidelity Investments held 323 shares of Neuberger Option Strategy ETF worth $9.18K as of Q3 2026.
  • Neuberger Option Strategy ETF was a new Fidelity Investments position in Q3 2026.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #4965 holding.
  • Fidelity Investments first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.