MML Investors Services’s Neuberger Option Strategy ETF NBOS Stock Holding History

MML Investors 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	$15.2M	Sell	567,214 -47,933	-8%	-$1.31M	0.04%	413
2025 Q4	$16.8M	Buy	615,147 +19,119	+3%	+$517K	0.04%	404
2025 Q3	$16M	Buy	596,028 +18,248	+3%	+$482K	0.04%	399
2025 Q2	$15M	Sell	577,780 -5,902	-1%	-$149K	0.04%	394
2025 Q1	$14.9M	Buy	583,682 +68,730	+13%	+$1.81M	0.05%	366
2024 Q4	$13.6M	Buy	514,952 +41,491	+9%	+$1.1M	0.05%	377
2024 Q3	$12.5M	Buy	473,461 +35,000	+8%	+$909K	0.05%	369
2024 Q2	$11.5M	Sell	438,461 -189,190	-30%	-$4.9M	0.05%	362
2024 Q1	$16.3M	Buy	+627,651	New	+$16.2M	0.07%	296

Other funds holding NBOS

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MML Investors Services's NBOS Position: Q1 2026 in Review

MML Investors Services reduced its Neuberger Option Strategy ETF (NBOS) stake by 7.8% in Q1 2026, selling an estimated $1.31M and leaving 567,214 shares worth $15.2M. The position accounts for 0.04% of the portfolio, ranked #413.

MML Investors Services first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.8M in Q4 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

MML Investors Services held 567,214 shares of Neuberger Option Strategy ETF worth $15.2M as of Q1 2026.
MML Investors Services sold 47,933 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $1.31M.
Neuberger Option Strategy ETF made up 0.04% of MML Investors Services's portfolio in Q1 2026, its #413 holding.
MML Investors Services first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
MML Investors Services's Neuberger Option Strategy ETF position peaked at $16.8M in Q4 2025.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.