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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
Q2 		– Sell
-560
Closed -$15K – 1288
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
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

Newbridge Financial Services Group's NBOS Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Neuberger Option Strategy ETF (NBOS) in Q2 2026, closing a stake of 560 shares — an estimated $15K sold.

Newbridge Financial Services Group first reported a position in NBOS in Q2 2024 and held it in 8 quarters. The position peaked at $15.3K in Q4 2025. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Neuberger Option Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 560 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $15K.
  • Newbridge Financial Services Group first reported a position in Neuberger Option Strategy ETF in Q2 2024 and held it in 8 quarters.
  • Newbridge Financial Services Group's Neuberger Option Strategy ETF position peaked at $15.3K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.