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
Q2 		$1.06M Sell
37,745
-305
-0.8% -$8.46K ﹤0.01% 1902
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 $150B AUM 40.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $445B AUM 25.58% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Janney Montgomery Scott's NBOS Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Neuberger Option Strategy ETF (NBOS) stake by 0.8% in Q2 2026, selling an estimated $8.46K and leaving 37,745 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Janney Montgomery Scott first reported a position in NBOS in Q3 2024 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Janney Montgomery Scott held 37,745 shares of Neuberger Option Strategy ETF worth $1.06M as of Q2 2026.
  • Janney Montgomery Scott sold 305 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $8.46K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1902 holding.
  • Janney Montgomery Scott first reported a position in Neuberger Option Strategy ETF in Q3 2024 and has held it in 8 quarters since.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.