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Proficio Capital Partners’s Neuberger Option Strategy ETF NBOS Stock Holding History

Proficio Capital Partners’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 		$5.81M Sell
207,525
-900
-0.4% -$25K 0.21% 81
2026
Q1 		$5.57M Buy
208,425
+105,335
+102% +$2.88M 0.3% 57
2025
Q4 		$2.81M Buy
+103,090
New +$2.79M 0.2% 66
2025
Q3 		– Sell
-296,045
Closed -$7.71M – 444
2025
Q2 		$7.71M Buy
+296,045
New +$7.47M 0.48% 47

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

Proficio Capital Partners's NBOS Position: Q2 2026 in Review

Proficio Capital Partners reduced its Neuberger Option Strategy ETF (NBOS) stake by 0.43% in Q2 2026, selling an estimated $25K and leaving 207,525 shares worth $5.81M. The position accounts for 0.21% of the portfolio, ranked #81.

Proficio Capital Partners first reported a position in NBOS in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.71M in Q2 2025. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Proficio Capital Partners held 207,525 shares of Neuberger Option Strategy ETF worth $5.81M as of Q2 2026.
  • Proficio Capital Partners sold 900 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $25K.
  • Neuberger Option Strategy ETF made up 0.21% of Proficio Capital Partners's portfolio in Q2 2026, its #81 holding.
  • Proficio Capital Partners first reported a position in Neuberger Option Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • Proficio Capital Partners's Neuberger Option Strategy ETF position peaked at $7.71M in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.