Morgan Stanley
NBOS icon

Morgan Stanley’s Neuberger Option Strategy ETF NBOS Stock Holding History

Morgan Stanley’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 		$5.97K Hold
213
– – ﹤0.01% 7169
2026
Q1 		$5.7K Hold
213
– – ﹤0.01% 7105
2025
Q4 		$5.81K Hold
213
– – ﹤0.01% 7030
2025
Q3 		$5.72K Sell
213
-475
-69% -$12.6K ﹤0.01% 7056
2025
Q2 		$17.9K Buy
688
+475
+223% +$12K ﹤0.01% 6682
2025
Q1 		$5.45K Hold
213
– – ﹤0.01% 6970
2024
Q4 		$5.61K Buy
+213
New +$5.64K ﹤0.01% 6980

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
MA
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
PCP
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Morgan Stanley's NBOS Position: Q2 2026 in Review

Morgan Stanley held its Neuberger Option Strategy ETF (NBOS) position steady in Q2 2026 at 213 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #7169.

Morgan Stanley first reported a position in NBOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9K in Q2 2025. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Morgan Stanley held 213 shares of Neuberger Option Strategy ETF worth $5.97K as of Q2 2026.
  • Morgan Stanley left its Neuberger Option Strategy ETF share count unchanged in Q2 2026.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7169 holding.
  • Morgan Stanley first reported a position in Neuberger Option Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • Morgan Stanley's Neuberger Option Strategy ETF position peaked at $17.9K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.