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 Q3	$4.98K	Hold	175	–	–	﹤0.01%	470
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Key Capital Management's NBOS Position: Q3 2026 in Review

Key Capital Management held its Neuberger Option Strategy ETF (NBOS) position steady in Q3 2026 at 175 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Key Capital Management first reported a position in NBOS in Q4 2025 and has held it in 4 quarters since. The position peaked at $580K in Q4 2025. 34 funds tracked by Wall St. Rank hold NBOS as of Q3 2026.

Key Capital Management held 175 shares of Neuberger Option Strategy ETF worth $4.98K as of Q3 2026.
Key Capital Management left its Neuberger Option Strategy ETF share count unchanged in Q3 2026.
Neuberger Option Strategy ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #470 holding.
Key Capital Management first reported a position in Neuberger Option Strategy ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's Neuberger Option Strategy ETF position peaked at $580K in Q4 2025.
34 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.