Osaic Holdings
NBOS icon

Osaic Holdings’s Neuberger Option Strategy ETF NBOS Stock Holding History

Osaic Holdings’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 		$4.93M Buy
176,163
+99,108
+129% +$2.75M 0.01% 1539
2026
Q1 		$2.06M Buy
77,055
+16,376
+27% +$448K ﹤0.01% 2054
2025
Q4 		$1.65M Sell
60,679
-94,400
-61% -$2.55M ﹤0.01% 2247
2025
Q3 		$4.13M Buy
155,079
+77,842
+101% +$2.06M 0.01% 1617
2025
Q2 		$1.98M Buy
77,237
+69,697
+924% +$1.76M ﹤0.01% 1911
2025
Q1 		$193K Sell
7,540
-6,285
-45% -$166K ﹤0.01% 3661
2024
Q4 		$364K Sell
13,825
-675
-5% -$17.9K ﹤0.01% 3079
2024
Q3 		$382K Buy
14,500
+11,591
+398% +$301K ﹤0.01% 3116
2024
Q2 		$76.5K Sell
2,909
-107
-4% -$2.77K ﹤0.01% 4352
2024
Q1 		$78.5K Buy
+3,016
New +$77.9K ﹤0.01% 4408

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings's NBOS Position: Q2 2026 in Review

Osaic Holdings increased its Neuberger Option Strategy ETF (NBOS) stake by 129% in Q2 2026, buying an estimated $2.75M and bringing the position to 176,163 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #1539.

Osaic Holdings first reported a position in NBOS in Q1 2024 and has held it in 10 quarters since. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Osaic Holdings held 176,163 shares of Neuberger Option Strategy ETF worth $4.93M as of Q2 2026.
  • Osaic Holdings bought 99,108 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $2.75M.
  • Neuberger Option Strategy ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1539 holding.
  • Osaic Holdings first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 10 quarters since.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.