SW
NBOS icon

Simplicity Wealth’s Neuberger Option Strategy ETF NBOS Stock Holding History

Simplicity Wealth’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 		– Sell
-12,775
Closed -$348K – 797
2025
Q4 		$348K Buy
12,775
+78
+0.6% +$2.11K 0.02% 517
2025
Q3 		$341K Sell
12,697
-12,021
-49% -$318K 0.02% 529
2025
Q2 		$644K Buy
+24,718
New +$623K 0.03% 405

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $12.7B AUM 17.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Simplicity Wealth's NBOS Position: Q1 2026 in Review

Simplicity Wealth sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 12,775 shares — an estimated $348K sold.

Simplicity Wealth first reported a position in NBOS in Q2 2025 and held it in 3 quarters. The position peaked at $644K in Q2 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Simplicity Wealth reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 12,775 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $348K.
  • Simplicity Wealth first reported a position in Neuberger Option Strategy ETF in Q2 2025 and held it in 3 quarters.
  • Simplicity Wealth's Neuberger Option Strategy ETF position peaked at $644K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.