Steward Partners Investment Advisory’s Neuberger Option Strategy ETF NBOS Stock Holding History

Steward Partners Investment Advisory’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	$284K	Hold	10,630	–	–	﹤0.01%	1825
2025 Q4	$290K	Hold	10,630	–	–	﹤0.01%	1731
2025 Q3	$286K	Hold	10,630	–	–	﹤0.01%	1678
2025 Q2	$277K	Hold	10,630	–	–	﹤0.01%	1592
2025 Q1	$272K	Hold	10,630	–	–	﹤0.01%	1499
2024 Q4	$280K	Hold	10,630	–	–	﹤0.01%	1448
2024 Q3	$280K	Hold	10,630	–	–	﹤0.01%	1362
2024 Q2	$280K	Hold	10,630	–	–	﹤0.01%	1303
2024 Q1	$277K	Buy	+10,630	New	+$275K	﹤0.01%	1295

Other funds holding NBOS

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's NBOS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Neuberger Option Strategy ETF (NBOS) position steady in Q1 2026 at 10,630 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Steward Partners Investment Advisory first reported a position in NBOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $290K in Q4 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

Steward Partners Investment Advisory held 10,630 shares of Neuberger Option Strategy ETF worth $284K as of Q1 2026.
Steward Partners Investment Advisory left its Neuberger Option Strategy ETF share count unchanged in Q1 2026.
Neuberger Option Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1825 holding.
Steward Partners Investment Advisory first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Neuberger Option Strategy ETF position peaked at $290K in Q4 2025.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.