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

Cary Street Partners’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	$21.3M	Sell	758,975 -23,794	-3%	-$660K	0.46%	50
2026 Q1	$20.9M	Buy	782,769 +13,668	+2%	+$374K	0.52%	42
2025 Q4	$21M	Buy	+769,101	New	+$20.8M	0.52%	40
2025 Q1	–	Sell	-1,136,112	Closed	-$29.9M	–	907
2024 Q4	$29.9M	Buy	+1,136,112	New	+$30.1M	0.97%	16

Other funds holding NBOS

FTS

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Cary Street Partners reduced its Neuberger Option Strategy ETF (NBOS) stake by 3% in Q2 2026, selling an estimated $660K and leaving 758,975 shares worth $21.3M. The position accounts for 0.46% of the portfolio, ranked #50.

Cary Street Partners first reported a position in NBOS in Q4 2024 and has held it in 4 quarters since. The position peaked at $29.9M in Q4 2024. 4 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

Cary Street Partners held 758,975 shares of Neuberger Option Strategy ETF worth $21.3M as of Q2 2026.
Cary Street Partners sold 23,794 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $660K.
Neuberger Option Strategy ETF made up 0.46% of Cary Street Partners's portfolio in Q2 2026, its #50 holding.
Cary Street Partners first reported a position in Neuberger Option Strategy ETF in Q4 2024 and has held it in 4 quarters since.
Cary Street Partners's Neuberger Option Strategy ETF position peaked at $29.9M in Q4 2024.
4 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

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