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 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 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

Osaic Holdings's NBOS Position: Q1 2026 in Review

Osaic Holdings increased its Neuberger Option Strategy ETF (NBOS) stake by 27% in Q1 2026, buying an estimated $448K and bringing the position to 77,055 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Osaic Holdings first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.13M in Q3 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

Osaic Holdings held 77,055 shares of Neuberger Option Strategy ETF worth $2.06M as of Q1 2026.
Osaic Holdings bought 16,376 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $448K.
Neuberger Option Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2054 holding.
Osaic Holdings first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
Osaic Holdings's Neuberger Option Strategy ETF position peaked at $4.13M in Q3 2025.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.