SAG
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SageView Advisory Group’s Neuberger Option Strategy ETF NBOS Stock Holding History

SageView Advisory Group’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 		– Sell
-790
Closed -$21.5K – 2495
2025
Q4 		$21.5K Sell
790
-10,612
-93% -$287K ﹤0.01% 1421
2025
Q3 		$306K Buy
11,402
+186
+2% +$4.91K 0.01% 508
2025
Q2 		$294K Buy
11,216
+203
+2% +$5.12K 0.01% 497
2025
Q1 		$282K Sell
11,013
-889
-7% -$23.4K 0.01% 489
2024
Q4 		$314K Buy
11,902
+291
+3% +$7.71K 0.01% 452
2024
Q3 		$306K Sell
11,611
-360
-3% -$9.35K 0.02% 388
2024
Q2 		$315K Buy
+11,971
New +$310K 0.01% 418

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AssetMark Inc
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's NBOS Position: Q1 2026 in Review

SageView Advisory Group sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 790 shares — an estimated $21.5K sold.

SageView Advisory Group first reported a position in NBOS in Q2 2024 and held it in 7 quarters. The position peaked at $315K in Q2 2024. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • SageView Advisory Group reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 790 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $21.5K.
  • SageView Advisory Group first reported a position in Neuberger Option Strategy ETF in Q2 2024 and held it in 7 quarters.
  • SageView Advisory Group's Neuberger Option Strategy ETF position peaked at $315K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.