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 New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 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. 31 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.
31 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.