Cerity Partners
NBOS icon

Cerity Partners’s Neuberger Option Strategy ETF NBOS Stock Holding History

Cerity 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 		$649K Buy
23,150
+2,695
+13% +$74.7K ﹤0.01% 2275
2026
Q1 		$547K Buy
+20,455
New +$559K ﹤0.01% 2237

Other funds holding NBOS

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AssetMark Inc
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Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Cerity Partners's NBOS Position: Q2 2026 in Review

Cerity Partners increased its Neuberger Option Strategy ETF (NBOS) stake by 13% in Q2 2026, buying an estimated $74.7K and bringing the position to 23,150 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Cerity Partners first reported a position in NBOS in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Cerity Partners held 23,150 shares of Neuberger Option Strategy ETF worth $649K as of Q2 2026.
  • Cerity Partners bought 2,695 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $74.7K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2275 holding.
  • Cerity Partners first reported a position in Neuberger Option Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.