Goldstone Financial Group’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

Goldstone Financial Group’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 Q1	$1.85M	Sell	51,492 -1,935	-4%	-$73.9K	0.2%	80
2025 Q4	$2.12M	Buy	53,427 +12,273	+30%	+$490K	0.24%	69
2025 Q3	$1.62M	Buy	41,154 +11,039	+37%	+$416K	0.19%	74
2025 Q2	$1.09M	Sell	30,115 -1,483	-5%	-$48K	0.14%	91
2025 Q1	$965K	Buy	31,598 +11,954	+61%	+$405K	0.15%	88
2024 Q4	$680K	Buy	19,644 +13,413	+215%	+$457K	0.11%	109
2024 Q3	$202K	Sell	6,231 -64	-1%	-$2.02K	0.04%	192
2024 Q2	$202K	Buy	+6,295	New	+$188K	0.04%	175

Other funds holding NUGO

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VWM

Vigil Wealth Management Ponte Vedra Beach, Florida $124M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Goldstone Financial Group's NUGO Position: Q1 2026 in Review

Goldstone Financial Group reduced its Nuveen Growth Opportunities ETF (NUGO) stake by 3.6% in Q1 2026, selling an estimated $73.9K and leaving 51,492 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #80.

Goldstone Financial Group first reported a position in NUGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.12M in Q4 2025. 14 funds tracked by Wall St. Rank hold NUGO as of Q1 2026.

Goldstone Financial Group held 51,492 shares of Nuveen Growth Opportunities ETF worth $1.85M as of Q1 2026.
Goldstone Financial Group sold 1,935 Nuveen Growth Opportunities ETF shares in Q1 2026, an estimated $73.9K.
Nuveen Growth Opportunities ETF made up 0.2% of Goldstone Financial Group's portfolio in Q1 2026, its #80 holding.
Goldstone Financial Group first reported a position in Nuveen Growth Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
Goldstone Financial Group's Nuveen Growth Opportunities ETF position peaked at $2.12M in Q4 2025.
14 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.