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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
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 $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

Lloyd Advisory Services's NBOS Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Neuberger Option Strategy ETF (NBOS) stake by 98% in Q1 2026, selling an estimated $10.4K and leaving 6 shares worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Lloyd Advisory Services first reported a position in NBOS in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.6K in Q4 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Lloyd Advisory Services held 6 shares of Neuberger Option Strategy ETF worth $150 as of Q1 2026.
  • Lloyd Advisory Services sold 382 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $10.4K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #799 holding.
  • Lloyd Advisory Services first reported a position in Neuberger Option Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 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 Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.