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BOLTON SECURITIES CORPORATION’s Neuberger Option Strategy ETF NBOS Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$235K Buy
8,248
+1,546
+23% +$43.9K 0.01% 839
2026
Q2 		$188K Buy
6,702
+2,560
+62% +$71K 0.01% 916
2026
Q1 		$111K Buy
+4,142
New +$113K 0.01% 989

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JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's NBOS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Neuberger Option Strategy ETF (NBOS) stake by 23% in Q3 2026, buying an estimated $43.9K and bringing the position to 8,248 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #839.

BOLTON SECURITIES CORPORATION first reported a position in NBOS in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold NBOS as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 8,248 shares of Neuberger Option Strategy ETF worth $235K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,546 Neuberger Option Strategy ETF shares in Q3 2026, an estimated $43.9K.
  • Neuberger Option Strategy ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #839 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Neuberger Option Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.