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 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	-6,924,529	Closed	-$7.71M	–	444
2025 Q2	$7.71M	Buy	+6,924,529	New	+$175M	0.48%	47

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Proficio Capital Partners's NBOS Position: Q1 2026 in Review

Proficio Capital Partners increased its Neuberger Option Strategy ETF (NBOS) stake by 102% in Q1 2026, buying an estimated $2.88M and bringing the position to 208,425 shares worth $5.57M. The position accounts for 0.3% of the portfolio, ranked #57.

Proficio Capital Partners first reported a position in NBOS in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.71M in Q2 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

Proficio Capital Partners held 208,425 shares of Neuberger Option Strategy ETF worth $5.57M as of Q1 2026.
Proficio Capital Partners bought 105,335 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $2.88M.
Neuberger Option Strategy ETF made up 0.3% of Proficio Capital Partners's portfolio in Q1 2026, its #57 holding.
Proficio Capital Partners first reported a position in Neuberger Option Strategy ETF in Q2 2025 and has held it in 3 quarters since.
Proficio Capital Partners's Neuberger Option Strategy ETF position peaked at $7.71M in Q2 2025.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.