CIA
NUGO icon

Concurrent Investment Advisors’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

Concurrent Investment Advisors’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
2024
Q2 		– Sell
-32,264
Closed -$946K – 1059
2024
Q1 		$946K Buy
+32,264
New +$895K 0.04% 380

Other funds holding NUGO

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $5.56B AUM 17.89% 1-Year Est. Return

Concurrent Investment Advisors's NUGO Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of Nuveen Growth Opportunities ETF (NUGO) in Q2 2024, closing a stake of 32,264 shares — an estimated $946K sold.

Concurrent Investment Advisors first reported a position in NUGO in Q1 2024 and held it in 1 quarter. The position peaked at $946K in Q1 2024. 9 funds tracked by Wall St. Rank hold NUGO as of Q2 2024.

  • Concurrent Investment Advisors reported no remaining Nuveen Growth Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 32,264 Nuveen Growth Opportunities ETF shares in Q2 2024, an estimated $946K.
  • Concurrent Investment Advisors first reported a position in Nuveen Growth Opportunities ETF in Q1 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Nuveen Growth Opportunities ETF position peaked at $946K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.