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Cary Street Partners Asset Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

Cary Street Partners Asset Management’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
2024
Q3 		$29.5M Buy
1,119,473
+16,694
+2% +$434K 3.89% 3
2024
Q2 		$29M Sell
1,102,779
-314,568
-22% -$8.15M 4.26% 3
2024
Q1 		$36.9M Buy
+1,417,347
New +$36.6M 5.72% 2

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cary Street Partners Asset Management's NBOS Position: Q3 2024 in Review

Cary Street Partners Asset Management increased its Neuberger Option Strategy ETF (NBOS) stake by 1.5% in Q3 2024, buying an estimated $434K and bringing the position to 1,119,473 shares worth $29.5M. The position accounts for 3.89% of the portfolio, ranked #3.

Cary Street Partners Asset Management first reported a position in NBOS in Q1 2024 and has held it in 3 quarters since. The position peaked at $36.9M in Q1 2024. 32 funds tracked by Wall St. Rank hold NBOS as of Q3 2024.

  • Cary Street Partners Asset Management held 1,119,473 shares of Neuberger Option Strategy ETF worth $29.5M as of Q3 2024.
  • Cary Street Partners Asset Management bought 16,694 Neuberger Option Strategy ETF shares in Q3 2024, an estimated $434K.
  • Neuberger Option Strategy ETF made up 3.89% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #3 holding.
  • Cary Street Partners Asset Management first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 3 quarters since.
  • Cary Street Partners Asset Management's Neuberger Option Strategy ETF position peaked at $36.9M in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.