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
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

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
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Raymond James Financial's NBOS Position: Q2 2026 in Review

Raymond James Financial increased its Neuberger Option Strategy ETF (NBOS) stake by 12% in Q2 2026, buying an estimated $402K and bringing the position to 133,036 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

Raymond James Financial first reported a position in NBOS in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Raymond James Financial held 133,036 shares of Neuberger Option Strategy ETF worth $3.73M as of Q2 2026.
  • Raymond James Financial bought 14,511 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $402K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2987 holding.
  • Raymond James Financial first reported a position in Neuberger Option Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.