NBOS — NEUBERGER BERMAN ETF TRUST

Ownership history in AE Wealth Management LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in NEUBERGER BERMAN ETF TRUST (NBOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2024 Q4)
Avg. % of fund
0.08%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 501,511 +18,747 +3.9% 0.08% $13.7M $26.89
2025 Q3 ADDED 482,764 +33,924 +7.6% 0.08% $13.0M $25.91
2025 Q2 ADDED 448,840 +78,050 +21.0% 0.09% $11.7M $24.64
2025 Q1 REDUCED 370,790 -18,350 -4.7% 0.08% $9.5M $23.73
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NBOS price (monthly, adj. close)

Other funds also holding NBOS

As of 2025 Q4 — sorted by position size

MARQUETTE ASSOCIATES, INC. 16.15% CARY STREET PARTNERS FINANCIAL LLC 0.52% CARY STREET PARTNERS INVESTMENT ADVISORY LLC 3Y 7Y 0.32% Proficio Capital Partners LLC 3Y 7Y 0.2% Neuberger Berman Group LLC 3Y 7Y 0.14% TFB Advisors LLC 3Y 0.13% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.09% ASSETMARK, INC 3Y 7Y 0.06% Kingdom Financial Group LLC. 0.05% Wealthspire Advisors, LLC 3Y 7Y 0.05%
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