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Smartleaf Asset Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

Smartleaf Asset Management’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
-1,973
Closed -$54K – 3661
2025
Q4 		$54K Sell
1,973
-333
-14% -$9.01K ﹤0.01% 1516
2025
Q3 		$61.7K Buy
+2,306
New +$60.9K ﹤0.01% 1297

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

Smartleaf Asset Management's NBOS Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 1,973 shares — an estimated $54K sold.

Smartleaf Asset Management first reported a position in NBOS in Q3 2025 and held it in 2 quarters. The position peaked at $61.7K in Q3 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 1,973 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $54K.
  • Smartleaf Asset Management first reported a position in Neuberger Option Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Smartleaf Asset Management's Neuberger Option Strategy ETF position peaked at $61.7K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.