Stifel Financial
NBOS icon

Stifel Financial’s Neuberger Option Strategy ETF NBOS Stock Holding History

Stifel 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 		$294K Hold
10,979
– – ﹤0.01% 3198
2025
Q4 		$299K Hold
10,979
– – ﹤0.01% 3157
2025
Q3 		$295K Buy
+10,979
New +$290K ﹤0.01% 3120

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

Stifel Financial's NBOS Position: Q1 2026 in Review

Stifel Financial held its Neuberger Option Strategy ETF (NBOS) position steady in Q1 2026 at 10,979 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #3198.

Stifel Financial first reported a position in NBOS in Q3 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Stifel Financial held 10,979 shares of Neuberger Option Strategy ETF worth $294K as of Q1 2026.
  • Stifel Financial left its Neuberger Option Strategy ETF share count unchanged in Q1 2026.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3198 holding.
  • Stifel Financial first reported a position in Neuberger Option Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Stifel Financial's Neuberger Option Strategy ETF position peaked at $299K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.