Commonwealth Equity Services’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

Commonwealth Equity Services’s Portfolio NUGO Stock Details NUGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$208K	Sell	4,704 -3,380	-42%	-$146K	﹤0.01%	4057
2026 Q2	$350K	Sell	8,084 -238	-3%	-$9.9K	﹤0.01%	3641
2026 Q1	$299K	Buy	8,322 +118	+1%	+$4.51K	﹤0.01%	3650
2025 Q4	$326K	Sell	8,204 -62	-0.8%	-$2.47K	﹤0.01%	3581
2025 Q3	$325K	Sell	8,266 -420	-5%	-$15.8K	﹤0.01%	3559
2025 Q2	$313K	Sell	8,686 -429	-5%	-$13.9K	﹤0.01%	3539
2025 Q1	$278K	Buy	9,115 +24	+0.3%	+$812	﹤0.01%	3568
2024 Q4	$315K	Sell	9,091 -367	-4%	-$12.5K	﹤0.01%	3359
2024 Q3	$307K	Sell	9,458 -245	-3%	-$7.73K	﹤0.01%	3338
2024 Q2	$312K	Buy	9,703 +739	+8%	+$22.1K	﹤0.01%	3250
2024 Q1	$263K	Buy	8,964 +769	+9%	+$21.3K	﹤0.01%	3391
2023 Q4	$209K	Buy	+8,195	New	+$195K	﹤0.01%	3470

Other funds holding NUGO

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Commonwealth Equity Services's NUGO Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Nuveen Growth Opportunities ETF (NUGO) stake by 42% in Q3 2026, selling an estimated $146K and leaving 4,704 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #4057.

Commonwealth Equity Services first reported a position in NUGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $350K in Q2 2026. 7 funds tracked by Wall St. Rank hold NUGO as of Q3 2026.

Commonwealth Equity Services held 4,704 shares of Nuveen Growth Opportunities ETF worth $208K as of Q3 2026.
Commonwealth Equity Services sold 3,380 Nuveen Growth Opportunities ETF shares in Q3 2026, an estimated $146K.
Nuveen Growth Opportunities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #4057 holding.
Commonwealth Equity Services first reported a position in Nuveen Growth Opportunities ETF in Q4 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's Nuveen Growth Opportunities ETF position peaked at $350K in Q2 2026.
7 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.