Wealthspire Advisors (New York)’s Neuberger Option Strategy ETF NBOS Stock Holding History

Wealthspire Advisors (New York)’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	$5.56M	Sell	207,936 -7,301	-3%	-$200K	0.04%	156
2025 Q4	$5.87M	Sell	215,237 -5,048	-2%	-$137K	0.05%	149
2025 Q3	$5.92M	Sell	220,285 -1,004	-0.5%	-$26.5K	0.03%	153
2025 Q2	$5.76M	Sell	221,289 -6,214	-3%	-$157K	0.03%	149
2025 Q1	$5.82M	Buy	227,503 +8,369	+4%	+$221K	0.03%	153
2024 Q4	$5.77M	Buy	+219,134	New	+$5.81M	0.06%	137

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s NBOS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Neuberger Option Strategy ETF (NBOS) stake by 3.4% in Q1 2026, selling an estimated $200K and leaving 207,936 shares worth $5.56M. The position accounts for 0.04% of the portfolio, ranked #156.

Wealthspire Advisors (New York) first reported a position in NBOS in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.92M in Q3 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

Wealthspire Advisors (New York) held 207,936 shares of Neuberger Option Strategy ETF worth $5.56M as of Q1 2026.
Wealthspire Advisors (New York) sold 7,301 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $200K.
Neuberger Option Strategy ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #156 holding.
Wealthspire Advisors (New York) first reported a position in Neuberger Option Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s Neuberger Option Strategy ETF position peaked at $5.92M in Q3 2025.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.