Newbridge Financial Services Group’s Neuberger Option Strategy ETF NBOS Stock Holding History

Newbridge Financial Services 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	$15K	Hold	560	–	–	﹤0.01%	708
2025 Q4	$15.3K	Hold	560	–	–	﹤0.01%	706
2025 Q3	$15K	Hold	560	–	–	﹤0.01%	807
2025 Q2	$14.6K	Hold	560	–	–	﹤0.01%	801
2025 Q1	$14.3K	Hold	560	–	–	﹤0.01%	618
2024 Q4	$14.8K	Hold	560	–	–	﹤0.01%	667
2024 Q3	$14.8K	Hold	560	–	–	0.01%	393
2024 Q2	$14.7K	Buy	+560	New	+$14.5K	0.01%	636

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Newbridge Financial Services Group's NBOS Position: Q1 2026 in Review

Newbridge Financial Services Group held its Neuberger Option Strategy ETF (NBOS) position steady in Q1 2026 at 560 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Newbridge Financial Services Group first reported a position in NBOS in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.3K in Q4 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

Newbridge Financial Services Group held 560 shares of Neuberger Option Strategy ETF worth $15K as of Q1 2026.
Newbridge Financial Services Group left its Neuberger Option Strategy ETF share count unchanged in Q1 2026.
Neuberger Option Strategy ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #708 holding.
Newbridge Financial Services Group first reported a position in Neuberger Option Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Newbridge Financial Services Group's Neuberger Option Strategy ETF position peaked at $15.3K in Q4 2025.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.