Quest 10 Wealth Builders, Inc. NBOS — NEUBERGER BERMAN ETF TRUST

Ownership history in Quest 10 Wealth Builders, Inc.  ·  5 quarters on record

AI Ownership Summary

Quest 10 Wealth Builders, Inc. reported NEUBERGER BERMAN ETF TRUST (NBOS) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q1. The latest visible filing shows NBOS at 0.05% 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 Quest 10 Wealth Builders, Inc.'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
2026 Q1

NBOS was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

NBOS stock page Quest 10 Wealth Builders, Inc. fund profile Quest 10 Wealth Builders, Inc. full holdings
How Quest 10 Wealth Builders, Inc. held NBOS — position size vs. price
% of Fund (quarterly)    NBOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,959 -7,944 -80.2% 0.05% $52K 2026-05-06 $27.84
2025 Q4 REDUCED — — — 9,903 -319 -3.1% 0.24% $270K 2026-01-29 $26.95
2025 Q3 ADDED — — — 10,222 +570 +5.9% 0.25% $275K 2025-10-20 $25.81
2025 Q1 REDUCED — — — 9,652 -218 -2.2% 0.26% $247K 2025-05-01 $23.11
2024 Q4 INITIATED — — — 9,870 — — 0.26% $260K 2025-02-13 $24.31

🏢 Other funds also holding NBOS

As of 2026 Q1 — sorted by position size

MARQUETTE ASSOCIATES, INC. 13.45% CARY STREET PARTNERS FINANCIAL LLC 0.52% CARY STREET PARTNERS INVESTMENT ADVISORY LLC 3Y 7Y 0.39% Proficio Capital Partners LLC 3Y 7Y 0.3% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.15% Neuberger Berman Group LLC 3Y 7Y 0.14% ASSETMARK, INC 3Y 7Y 0.06% Wealthspire Advisors, LLC 3Y 7Y 0.04% MML INVESTORS SERVICES, LLC 3Y 7Y 0.04% CWM, LLC 3Y 7Y 0.01%

FAQ About Quest 10 Wealth Builders, Inc. and NBOS

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

How long has Quest 10 Wealth Builders, Inc. reported owning NBOS?

Quest 10 Wealth Builders, Inc. reported NBOS across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NBOS position in Quest 10 Wealth Builders, Inc.'s portfolio?

The largest reported portfolio weight for NBOS was 0.26% in 2025 Q1.

What is the latest reported NBOS position on this page?

The most recent filing on this page is 2026 Q1, when Quest 10 Wealth Builders, Inc. reported 1,959 shares, equal to 0.05% of portfolio, with an estimated market value of $52K.

What does the chart on this NBOS ownership page compare?

The chart compares Quest 10 Wealth Builders, Inc.'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.

How well did Quest 10 Wealth Builders, Inc. time their NBOS position?

Based on 13F filing dates vs. subsequent NBOS price moves, Quest 10 Wealth Builders, Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on NBOS relative to SPY over the holding period was +4.0%.

← Back to Quest 10 Wealth Builders, Inc. Holdings