SAG
NBOS icon

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
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 $131B AUM 28.36% 1-Year Est. Return
AssetMark Inc
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

SageView Advisory Group's NBOS Position: Q4 2025 in Review

SageView Advisory Group reduced its Neuberger Option Strategy ETF (NBOS) stake by 93% in Q4 2025, selling an estimated $287K and leaving 790 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

SageView Advisory Group first reported a position in NBOS in Q2 2024 and has held it in 7 quarters since. The position peaked at $315K in Q2 2024. 55 funds tracked by Wall St. Rank hold NBOS as of Q4 2025.

  • SageView Advisory Group held 790 shares of Neuberger Option Strategy ETF worth $21.5K as of Q4 2025.
  • SageView Advisory Group sold 10,612 Neuberger Option Strategy ETF shares in Q4 2025, an estimated $287K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1421 holding.
  • SageView Advisory Group first reported a position in Neuberger Option Strategy ETF in Q2 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's Neuberger Option Strategy ETF position peaked at $315K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.