Raymond James Financial’s Neuberger Option Strategy ETF NBOS Stock Holding History

Raymond James Financial’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 Q3	$7.88M	Buy	276,929 +143,893	+108%	+$4.08M	﹤0.01%	2355
2026 Q2	$3.73M	Buy	133,036 +14,511	+12%	+$402K	﹤0.01%	2987
2026 Q1	$3.17M	Buy	118,525 +81,256	+218%	+$2.22M	﹤0.01%	2970
2025 Q4	$1.02M	Sell	37,269 -86,149	-70%	-$2.33M	﹤0.01%	3758
2025 Q3	$3.32M	Sell	123,418 -8,897	-7%	-$235K	﹤0.01%	2777
2025 Q2	$3.45M	Buy	132,315 +21,344	+19%	+$538K	﹤0.01%	2643
2025 Q1	$2.84M	Sell	110,971 -2,532	-2%	-$66.8K	﹤0.01%	2737
2024 Q4	$2.99M	Buy	+113,503	New	+$3.01M	﹤0.01%	2675

Other funds holding NBOS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Raymond James Financial's NBOS Position: Q3 2026 in Review

Raymond James Financial increased its Neuberger Option Strategy ETF (NBOS) stake by 108% in Q3 2026, buying an estimated $4.08M and bringing the position to 276,929 shares worth $7.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Raymond James Financial first reported a position in NBOS in Q4 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold NBOS as of Q3 2026.

Raymond James Financial held 276,929 shares of Neuberger Option Strategy ETF worth $7.88M as of Q3 2026.
Raymond James Financial bought 143,893 Neuberger Option Strategy ETF shares in Q3 2026, an estimated $4.08M.
Neuberger Option Strategy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2355 holding.
Raymond James Financial first reported a position in Neuberger Option Strategy ETF in Q4 2024 and has held it in 8 quarters since.
31 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.