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

Sterling 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
Q1 		– Sell
-26
Closed -$709 – 3263
2025
Q4 		$709 Hold
26
– – ﹤0.01% 3167
2025
Q3 		$698 Hold
26
– – ﹤0.01% 3129
2025
Q2 		$677 Buy
26
+3
+13% +$76 ﹤0.01% 3117
2025
Q1 		$588 Hold
23
– – ﹤0.01% 2936
2024
Q4 		$606 Buy
+23
New +$609 ﹤0.01% 3013

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sterling Capital Management's NBOS Position: Q1 2026 in Review

Sterling Capital Management sold out of Neuberger Option Strategy ETF (NBOS) in Q1 2026, closing a stake of 26 shares — an estimated $709 sold.

Sterling Capital Management first reported a position in NBOS in Q4 2024 and held it in 5 quarters. The position peaked at $709 in Q4 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Sterling Capital Management reported no remaining Neuberger Option Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Sterling Capital Management sold 26 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $709.
  • Sterling Capital Management first reported a position in Neuberger Option Strategy ETF in Q4 2024 and held it in 5 quarters.
  • Sterling Capital Management's Neuberger Option Strategy ETF position peaked at $709 in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.