Janney Montgomery Scott
NBOS icon

Janney Montgomery Scott’s Neuberger Option Strategy ETF NBOS Stock Holding History

Janney Montgomery Scott’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 		$1.02M Buy
38,050
+7,850
+26% +$215K ﹤0.01% 1646
2025
Q4 		$824K Buy
30,200
+1,675
+6% +$45.3K ﹤0.01% 1850
2025
Q3 		$766K Buy
28,525
+1,220
+4% +$32.2K ﹤0.01% 1892
2025
Q2 		$711K Buy
27,305
+10,705
+64% +$270K ﹤0.01% 1795
2025
Q1 		$425K Buy
16,600
+5,925
+56% +$156K ﹤0.01% 2099
2024
Q4 		$281K Buy
10,675
+2,075
+24% +$55K ﹤0.01% 2351
2024
Q3 		$227K Buy
+8,600
New +$223K ﹤0.01% 2456

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

Janney Montgomery Scott's NBOS Position: Q1 2026 in Review

Janney Montgomery Scott increased its Neuberger Option Strategy ETF (NBOS) stake by 26% in Q1 2026, buying an estimated $215K and bringing the position to 38,050 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Janney Montgomery Scott first reported a position in NBOS in Q3 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Janney Montgomery Scott held 38,050 shares of Neuberger Option Strategy ETF worth $1.02M as of Q1 2026.
  • Janney Montgomery Scott bought 7,850 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $215K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1646 holding.
  • Janney Montgomery Scott first reported a position in Neuberger Option Strategy ETF in Q3 2024 and has held it in 7 quarters since.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.