Raymond James Financial
NBOS icon

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
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

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MA
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 $18.2B AUM 21.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's NBOS Position: Q1 2026 in Review

Raymond James Financial increased its Neuberger Option Strategy ETF (NBOS) stake by 218% in Q1 2026, buying an estimated $2.22M and bringing the position to 118,525 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Raymond James Financial first reported a position in NBOS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.45M in Q2 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Raymond James Financial held 118,525 shares of Neuberger Option Strategy ETF worth $3.17M as of Q1 2026.
  • Raymond James Financial bought 81,256 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $2.22M.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2970 holding.
  • Raymond James Financial first reported a position in Neuberger Option Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Neuberger Option Strategy ETF position peaked at $3.45M in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.