LPL Financial
NBOS icon

LPL Financial’s Neuberger Option Strategy ETF NBOS Stock Holding History

LPL Financial’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 		$16.1M Buy
601,378
+17,522
+3% +$479K ﹤0.01% 1628
2025
Q4 		$15.9M Buy
583,856
+12,761
+2% +$345K ﹤0.01% 1563
2025
Q3 		$15.3M Buy
571,095
+21,499
+4% +$568K ﹤0.01% 1541
2025
Q2 		$14.3M Sell
549,596
-124,384
-18% -$3.14M ﹤0.01% 1472
2025
Q1 		$17.2M Buy
673,980
+241,019
+56% +$6.35M 0.01% 1241
2024
Q4 		$11.4M Buy
432,961
+238,584
+123% +$6.32M ﹤0.01% 1439
2024
Q3 		$5.12M Buy
194,377
+7,014
+4% +$182K ﹤0.01% 1970
2024
Q2 		$4.93M Sell
187,363
-1,447
-0.8% -$37.5K ﹤0.01% 1862
2024
Q1 		$4.92M Buy
+188,810
New +$4.88M ﹤0.01% 1795

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's NBOS Position: Q1 2026 in Review

LPL Financial increased its Neuberger Option Strategy ETF (NBOS) stake by 3% in Q1 2026, buying an estimated $479K and bringing the position to 601,378 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

LPL Financial first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.2M in Q1 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • LPL Financial held 601,378 shares of Neuberger Option Strategy ETF worth $16.1M as of Q1 2026.
  • LPL Financial bought 17,522 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $479K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1628 holding.
  • LPL Financial first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • LPL Financial's Neuberger Option Strategy ETF position peaked at $17.2M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.