LI
NBOS icon

LifeWealth Investments’s Neuberger Option Strategy ETF NBOS Stock Holding History

LifeWealth 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
Q1 		– Sell
-14,410
Closed -$393K – 168
2025
Q4 		$393K Sell
14,410
-430
-3% -$11.6K 0.12% 101
2025
Q3 		$399K Buy
14,840
+280
+2% +$7.4K 0.13% 98
2025
Q2 		$379K Buy
14,560
+4,309
+42% +$109K 0.14% 99
2025
Q1 		$262K Buy
+10,251
New +$270K 0.13% 106

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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 $369B AUM 28.27% 1-Year Est. Return

LifeWealth Investments's NBOS Position: Q1 2026 in Review

LifeWealth Investments sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 14,410 shares — an estimated $393K sold.

LifeWealth Investments first reported a position in NBOS in Q1 2025 and held it in 4 quarters. The position peaked at $399K in Q3 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • LifeWealth Investments reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • LifeWealth Investments sold 14,410 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $393K.
  • LifeWealth Investments first reported a position in Neuberger Option Strategy ETF in Q1 2025 and held it in 4 quarters.
  • LifeWealth Investments's Neuberger Option Strategy ETF position peaked at $399K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.