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Ocean Park Asset Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

Ocean Park Asset Management’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
2024
Q2 		– Sell
-150,792
Closed -$3.93M – 82
2024
Q1 		$3.93M Buy
+150,792
New +$3.9M 0.18% 48

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CSPAM
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JP Morgan Chase
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MML Investors Services
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MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Ocean Park Asset Management's NBOS Position: Q2 2024 in Review

Ocean Park Asset Management sold out of Neuberger Option Strategy ETF (NBOS) in Q2 2024, closing a stake of 150,792 shares — an estimated $3.93M sold.

Ocean Park Asset Management first reported a position in NBOS in Q1 2024 and held it in 1 quarter. The position peaked at $3.93M in Q1 2024. 29 funds tracked by Wall St. Rank hold NBOS as of Q2 2024.

  • Ocean Park Asset Management reported no remaining Neuberger Option Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Ocean Park Asset Management sold 150,792 Neuberger Option Strategy ETF shares in Q2 2024, an estimated $3.93M.
  • Ocean Park Asset Management first reported a position in Neuberger Option Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Ocean Park Asset Management's Neuberger Option Strategy ETF position peaked at $3.93M in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2024.

Based on Ocean Park Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.