Lloyd Advisory Services
NBOS icon

Lloyd Advisory Services’s Neuberger Option Strategy ETF NBOS Stock Holding History

Lloyd Advisory Services’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 		– Sell
-6
Closed -$150 – 1037
2026
Q1 		$150 Sell
6
-382
-98% -$10.4K ﹤0.01% 799
2025
Q4 		$10.6K Buy
+388
New +$10.5K ﹤0.01% 393

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 $59.5B AUM 15.92% 1-Year Est. Return
Cary Street Partners
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
Marquette Associates
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Proficio Capital Partners
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
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Lloyd Advisory Services's NBOS Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Neuberger Option Strategy ETF (NBOS) in Q2 2026, closing a stake of 6 shares — an estimated $150 sold.

Lloyd Advisory Services first reported a position in NBOS in Q4 2025 and held it in 2 quarters. The position peaked at $10.6K in Q4 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Neuberger Option Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 6 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $150.
  • Lloyd Advisory Services first reported a position in Neuberger Option Strategy ETF in Q4 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's Neuberger Option Strategy ETF position peaked at $10.6K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.