TFB Advisors’s Neuberger Option Strategy ETF NBOS Stock Holding History

TFB 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
2026 Q1	–	Sell	-16,511	Closed	-$450K	–	312
2025 Q4	$450K	Buy	16,511 +86	+0.5%	+$2.33K	0.13%	176
2025 Q3	$440K	Sell	16,425 -4,927	-23%	-$130K	0.13%	177
2025 Q2	$556K	Buy	21,352 +176	+0.8%	+$4.44K	0.15%	160
2025 Q1	$542K	Sell	21,176 -185	-0.9%	-$4.88K	0.16%	156
2024 Q4	$563K	Buy	21,361 +1,068	+5%	+$28.3K	0.16%	138
2024 Q3	$535K	Sell	20,293 -2	-0%	-$52	0.16%	149
2024 Q2	$534K	Hold	20,295	–	–	0.17%	129
2024 Q1	$515K	Buy	+20,295	New	+$524K	0.19%	122

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

TFB Advisors's NBOS Position: Q1 2026 in Review

TFB Advisors sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 16,511 shares — an estimated $450K sold.

TFB Advisors first reported a position in NBOS in Q1 2024 and held it in 8 quarters. The position peaked at $563K in Q4 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

TFB Advisors reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 16,511 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $450K.
TFB Advisors first reported a position in Neuberger Option Strategy ETF in Q1 2024 and held it in 8 quarters.
TFB Advisors's Neuberger Option Strategy ETF position peaked at $563K in Q4 2024.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.