Cary Street Partners Investment Advisory’s Neuberger Option Strategy ETF NBOS Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	$209K	Sell	7,457 -48,975	-87%	-$1.36M	0.04%	368
2026 Q1	$1.51M	Buy	56,432 +12,457	+28%	+$341K	0.39%	69
2025 Q4	$1.2M	Buy	+43,975	New	+$1.19M	0.32%	82
2024 Q4	–	Sell	-21,271	Closed	-$561K	–	798
2024 Q3	$561K	Sell	21,271 -1,788	-8%	-$46.5K	0.02%	472
2024 Q2	$607K	Sell	23,059 -2,098	-8%	-$54.4K	0.02%	430
2024 Q1	$655K	Buy	+25,157	New	+$650K	0.03%	398

Other funds holding NBOS

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Cary Street Partners Investment Advisory's NBOS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Neuberger Option Strategy ETF (NBOS) stake by 87% in Q2 2026, selling an estimated $1.36M and leaving 7,457 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #368.

Cary Street Partners Investment Advisory first reported a position in NBOS in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2026. 16 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

Cary Street Partners Investment Advisory held 7,457 shares of Neuberger Option Strategy ETF worth $209K as of Q2 2026.
Cary Street Partners Investment Advisory sold 48,975 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $1.36M.
Neuberger Option Strategy ETF made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #368 holding.
Cary Street Partners Investment Advisory first reported a position in Neuberger Option Strategy ETF in Q1 2024 and has held it in 6 quarters since.
Cary Street Partners Investment Advisory's Neuberger Option Strategy ETF position peaked at $1.51M in Q1 2026.
16 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.