Quest 10 Wealth Builders’s Neuberger Option Strategy ETF NBOS Stock Holding History

Quest 10 Wealth Builders’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	$52.4K	Sell	1,959 -7,944	-80%	-$217K	0.05%	202
2025 Q4	$270K	Sell	9,903 -319	-3%	-$8.63K	0.24%	80
2025 Q3	$275K	Sell	10,222 -813	-7%	-$21.5K	0.25%	77
2025 Q2	$287K	Buy	11,035 +1,383	+14%	+$34.9K	0.28%	71
2025 Q1	$247K	Sell	9,652 -218	-2%	-$5.75K	0.26%	80
2024 Q4	$260K	Buy	+9,870	New	+$262K	0.26%	78

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

Quest 10 Wealth Builders's NBOS Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its Neuberger Option Strategy ETF (NBOS) stake by 80% in Q1 2026, selling an estimated $217K and leaving 1,959 shares worth $52.4K. The position accounts for 0.05% of the portfolio, ranked #202.

Quest 10 Wealth Builders first reported a position in NBOS in Q4 2024 and has held it in 6 quarters since. The position peaked at $287K in Q2 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

Quest 10 Wealth Builders held 1,959 shares of Neuberger Option Strategy ETF worth $52.4K as of Q1 2026.
Quest 10 Wealth Builders sold 7,944 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $217K.
Neuberger Option Strategy ETF made up 0.05% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #202 holding.
Quest 10 Wealth Builders first reported a position in Neuberger Option Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's Neuberger Option Strategy ETF position peaked at $287K in Q2 2025.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.