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 Q1	$547K	Buy	+20,455	New	+$559K	﹤0.01%	2237

Other funds holding NBOS

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CSP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cerity Partners's NBOS Position: Q1 2026 in Review

Cerity Partners opened a new position in Neuberger Option Strategy ETF (NBOS) in Q1 2026: 20,455 shares worth $547K. The stake represents ﹤0.01% of the portfolio and ranks #2237 among its holdings.

46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

Cerity Partners held 20,455 shares of Neuberger Option Strategy ETF worth $547K as of Q1 2026.
Neuberger Option Strategy ETF was a new Cerity Partners position in Q1 2026.
Neuberger Option Strategy ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2237 holding.
46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.