UBS Group’s Neuberger Option Strategy ETF NBOS Stock Holding History

UBS Group’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 Q2	$2.62M	Buy	93,701 +2,264	+2%	+$62.8K	﹤0.01%	4849
2026 Q1	$2.45M	Buy	91,437 +11,930	+15%	+$326K	﹤0.01%	4787
2025 Q4	$2.17M	Sell	79,507 -5,756	-7%	-$156K	﹤0.01%	4909
2025 Q3	$2.29M	Sell	85,263 -49,623	-37%	-$1.31M	﹤0.01%	4821
2025 Q2	$3.51M	Buy	134,886 +8,075	+6%	+$204K	﹤0.01%	4235
2025 Q1	$3.24M	Sell	126,811 -42,333	-25%	-$1.12M	﹤0.01%	4237
2024 Q4	$4.46M	Sell	169,144 -10,548	-6%	-$280K	﹤0.01%	3962
2024 Q3	$4.74M	Buy	179,692 +114,091	+174%	+$2.96M	﹤0.01%	3130
2024 Q2	$1.73M	Buy	65,601 +5,089	+8%	+$132K	﹤0.01%	3915
2024 Q1	$1.58M	Buy	+60,512	New	+$1.56M	﹤0.01%	4180

Other funds holding NBOS

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

UBS Group's NBOS Position: Q2 2026 in Review

UBS Group increased its Neuberger Option Strategy ETF (NBOS) stake by 2.5% in Q2 2026, buying an estimated $62.8K and bringing the position to 93,701 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #4849.

UBS Group first reported a position in NBOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.74M in Q3 2024. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

UBS Group held 93,701 shares of Neuberger Option Strategy ETF worth $2.62M as of Q2 2026.
UBS Group bought 2,264 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $62.8K.
Neuberger Option Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4849 holding.
UBS Group first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 10 quarters since.
UBS Group's Neuberger Option Strategy ETF position peaked at $4.74M in Q3 2024.
47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.