Commonwealth Equity Services
NUGO icon

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
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

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
VWM
Vigil Wealth Management Ponte Vedra Beach, Florida $140M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Commonwealth Equity Services's NUGO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Nuveen Growth Opportunities ETF (NUGO) stake by 2.9% in Q2 2026, selling an estimated $9.9K and leaving 8,084 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #3641.

Commonwealth Equity Services first reported a position in NUGO in Q4 2023 and has held it in 11 quarters since. 6 funds tracked by Wall St. Rank hold NUGO as of Q2 2026.

  • Commonwealth Equity Services held 8,084 shares of Nuveen Growth Opportunities ETF worth $350K as of Q2 2026.
  • Commonwealth Equity Services sold 238 Nuveen Growth Opportunities ETF shares in Q2 2026, an estimated $9.9K.
  • Nuveen Growth Opportunities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3641 holding.
  • Commonwealth Equity Services first reported a position in Nuveen Growth Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
  • 6 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.