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NBC Securities’s Neuberger Option Strategy ETF NBOS Stock Holding History

NBC Securities’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 		$31.3K Hold
1,117
– – ﹤0.01% 1476
2026
Q1 		$29.9K Hold
1,117
– – ﹤0.01% 1540
2025
Q4 		$30.5K Buy
1,117
+537
+93% +$14.5K ﹤0.01% 1572
2025
Q3 		$15.6K Hold
580
– – ﹤0.01% 1863
2025
Q2 		$15K Hold
580
– – ﹤0.01% 1838
2025
Q1 		$14K Buy
+580
New +$15.3K ﹤0.01% 1628
2024
Q4 		– Sell
-580
Closed -$15K – 2125
2024
Q3 		$15K Buy
+580
New +$15.1K ﹤0.01% 1618

Other funds holding NBOS

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

NBC Securities's NBOS Position: Q2 2026 in Review

NBC Securities held its Neuberger Option Strategy ETF (NBOS) position steady in Q2 2026 at 1,117 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

NBC Securities first reported a position in NBOS in Q3 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • NBC Securities held 1,117 shares of Neuberger Option Strategy ETF worth $31.3K as of Q2 2026.
  • NBC Securities left its Neuberger Option Strategy ETF share count unchanged in Q2 2026.
  • Neuberger Option Strategy ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1476 holding.
  • NBC Securities first reported a position in Neuberger Option Strategy ETF in Q3 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.