J.W. Cole Advisors
NBOS icon

J.W. Cole Advisors’s Neuberger Option Strategy ETF NBOS Stock Holding History

J.W. Cole 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
2026
Q3 		$860K Buy
30,211
+519
+2% +$14.7K 0.01% 798
2026
Q2 		$832K Buy
+29,692
New +$823K 0.01% 806

Other funds holding NBOS

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

J.W. Cole Advisors's NBOS Position: Q3 2026 in Review

J.W. Cole Advisors increased its Neuberger Option Strategy ETF (NBOS) stake by 1.7% in Q3 2026, buying an estimated $14.7K and bringing the position to 30,211 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #798.

J.W. Cole Advisors first reported a position in NBOS in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold NBOS as of Q3 2026.

  • J.W. Cole Advisors held 30,211 shares of Neuberger Option Strategy ETF worth $860K as of Q3 2026.
  • J.W. Cole Advisors bought 519 Neuberger Option Strategy ETF shares in Q3 2026, an estimated $14.7K.
  • Neuberger Option Strategy ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #798 holding.
  • J.W. Cole Advisors first reported a position in Neuberger Option Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.