STA
NBOS icon

Summit Trail Advisors’s Neuberger Option Strategy ETF NBOS Stock Holding History

Summit Trail Advisors’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
2025
Q4 		– Sell
-7,962
Closed -$214K – 1390
2025
Q3 		$214K Hold
7,962
– – ﹤0.01% 1279
2025
Q2 		$207K Hold
7,962
– – ﹤0.01% 1050
2025
Q1 		$204K Hold
7,962
– – 0.01% 378
2024
Q4 		$210K Hold
7,962
– – 0.01% 348
2024
Q3 		$210K Hold
7,962
– – 0.01% 663
2024
Q2 		$209K Hold
7,962
– – 0.01% 581
2024
Q1 		$207K Buy
+7,962
New +$206K 0.01% 554

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Summit Trail Advisors's NBOS Position: Q4 2025 in Review

Summit Trail Advisors sold out of Neuberger Option Strategy ETF (NBOS) in Q4 2025, closing a stake of 7,962 shares — an estimated $214K sold.

Summit Trail Advisors first reported a position in NBOS in Q1 2024 and held it in 7 quarters. The position peaked at $214K in Q3 2025. 55 funds tracked by Wall St. Rank hold NBOS as of Q4 2025.

  • Summit Trail Advisors reported no remaining Neuberger Option Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 7,962 Neuberger Option Strategy ETF shares in Q4 2025, an estimated $214K.
  • Summit Trail Advisors first reported a position in Neuberger Option Strategy ETF in Q1 2024 and held it in 7 quarters.
  • Summit Trail Advisors's Neuberger Option Strategy ETF position peaked at $214K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.