NBOS β€” NEUBERGER BERMAN ETF TRUST

Ownership history in Proficio Capital Partners LLC  Β·  2 quarters on record

AI Ownership Summary

Proficio Capital Partners LLC reported NEUBERGER BERMAN ETF TRUST (NBOS) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.48% in 2025 Q2. The latest visible filing shows NBOS at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Proficio Capital Partners LLC's position in NEUBERGER BERMAN ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NBOS was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Proficio Capital Partners LLC held NBOS β€” position size vs. price
% of Fund (quarterly)    NBOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 103,090 -6,821,439 -98.5% 0.20% $2.8M 2026-02-14 (Est.) $27.14
2025 Q2 INITIATED 6,924,529 β€” β€” 0.48% $7.7M 2025-08-07 $25.02

FAQ About Proficio Capital Partners LLC and NBOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Proficio Capital Partners LLC reported owning NBOS?

Proficio Capital Partners LLC reported NBOS across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported NBOS position in Proficio Capital Partners LLC's portfolio?

The largest reported portfolio weight for NBOS was 0.48% in 2025 Q2.

What is the latest reported NBOS position on this page?

The most recent filing on this page is 2025 Q4, when Proficio Capital Partners LLC reported 103,090 shares, equal to 0.20% of portfolio, with an estimated market value of $2.8M.

What does the chart on this NBOS ownership page compare?

The chart compares Proficio Capital Partners LLC's quarterly NBOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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