Neuberger Berman Group
NBOS icon

Neuberger Berman Group’s Neuberger Option Strategy ETF NBOS Stock Holding History

Neuberger Berman Group’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 		$181M Sell
6,778,333
-143,079
-2% -$3.91M 0.14% 166
2025
Q4 		$189M Sell
6,921,412
-760,635
-10% -$20.6M 0.14% 156
2025
Q3 		$206M Sell
7,682,047
-204,442
-3% -$5.4M 0.15% 150
2025
Q2 		$205M Sell
7,886,489
-262,340
-3% -$6.62M 0.16% 149
2025
Q1 		$208M Buy
8,148,829
+47,346
+0.6% +$1.25M 0.17% 143
2024
Q4 		$213M Sell
8,101,483
-134,403
-2% -$3.56M 0.17% 148
2024
Q3 		$217M Sell
8,235,886
-40,770
-0.5% -$1.06M 0.17% 148
2024
Q2 		$218M Buy
8,276,656
+166,573
+2% +$4.32M 0.18% 139
2024
Q1 		$211M Buy
+8,110,083
New +$210M 0.17% 154

Other funds holding NBOS

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

Neuberger Berman Group's NBOS Position: Q1 2026 in Review

Neuberger Berman Group reduced its Neuberger Option Strategy ETF (NBOS) stake by 2.1% in Q1 2026, selling an estimated $3.91M and leaving 6,778,333 shares worth $181M. The position accounts for 0.14% of the portfolio, ranked #166.

Neuberger Berman Group first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $218M in Q2 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Neuberger Berman Group held 6,778,333 shares of Neuberger Option Strategy ETF worth $181M as of Q1 2026.
  • Neuberger Berman Group sold 143,079 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $3.91M.
  • Neuberger Option Strategy ETF made up 0.14% of Neuberger Berman Group's portfolio in Q1 2026, its #166 holding.
  • Neuberger Berman Group first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • Neuberger Berman Group's Neuberger Option Strategy ETF position peaked at $218M in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.