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 Q2	$5.84M	Buy	208,415 +479	+0.2%	+$13.3K	0.03%	236
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 $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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s NBOS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Neuberger Option Strategy ETF (NBOS) stake by 0.23% in Q2 2026, buying an estimated $13.3K and bringing the position to 208,415 shares worth $5.84M. The position accounts for 0.03% of the portfolio, ranked #236.

Wealthspire Advisors (New York) first reported a position in NBOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.92M in Q3 2025. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

Wealthspire Advisors (New York) held 208,415 shares of Neuberger Option Strategy ETF worth $5.84M as of Q2 2026.
Wealthspire Advisors (New York) bought 479 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $13.3K.
Neuberger Option Strategy ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #236 holding.
Wealthspire Advisors (New York) first reported a position in Neuberger Option Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Neuberger Option Strategy ETF position peaked at $5.92M in Q3 2025.
47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.