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Savant Capital’s Neuberger Option Strategy ETF NBOS Stock Holding History

Savant Capital’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 		$463K Buy
16,960
+7,435
+78% +$206K ﹤0.01% 1268
2026
Q1 		$255K Buy
9,525
+44
+0.5% +$1.2K ﹤0.01% 1270
2025
Q4 		$259K Buy
9,481
+44
+0.5% +$1.19K ﹤0.01% 1153
2025
Q3 		$253K Buy
+9,437
New +$249K ﹤0.01% 1116

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
MA
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Savant Capital's NBOS Position: Q2 2026 in Review

Savant Capital increased its Neuberger Option Strategy ETF (NBOS) stake by 78% in Q2 2026, buying an estimated $206K and bringing the position to 16,960 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Savant Capital first reported a position in NBOS in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • Savant Capital held 16,960 shares of Neuberger Option Strategy ETF worth $463K as of Q2 2026.
  • Savant Capital bought 7,435 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $206K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1268 holding.
  • Savant Capital first reported a position in Neuberger Option Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.