Key Capital Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

Key Capital 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
2026 Q2	$4.9K	Hold	175	–	–	﹤0.01%	427
2026 Q1	$4.68K	Sell	175 -21,111	-99%	-$577K	﹤0.01%	388
2025 Q4	$580K	Buy	+21,286	New	+$576K	0.58%	33

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Key Capital Management's NBOS Position: Q2 2026 in Review

Key Capital Management held its Neuberger Option Strategy ETF (NBOS) position steady in Q2 2026 at 175 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Key Capital Management first reported a position in NBOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $580K in Q4 2025. 20 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

Key Capital Management held 175 shares of Neuberger Option Strategy ETF worth $4.9K as of Q2 2026.
Key Capital Management left its Neuberger Option Strategy ETF share count unchanged in Q2 2026.
Neuberger Option Strategy ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #427 holding.
Key Capital Management first reported a position in Neuberger Option Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's Neuberger Option Strategy ETF position peaked at $580K in Q4 2025.
20 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.