Jones Financial Companies
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Jones Financial Companies’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

Jones Financial Companies’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 		$855K Buy
20,919
+13,978
+201% +$581K ﹤0.01% 1976
2026
Q1 		$241K Buy
6,941
+3,091
+80% +$118K ﹤0.01% 2326
2025
Q4 		$153K Buy
3,850
+317
+9% +$12.7K ﹤0.01% 2034
2025
Q3 		$138K Buy
+3,533
New +$133K ﹤0.01% 1937

Other funds holding NUGO

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VWM
Vigil Wealth Management Ponte Vedra Beach, Florida $140M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies's NUGO Position: Q2 2026 in Review

Jones Financial Companies increased its Nuveen Growth Opportunities ETF (NUGO) stake by 201% in Q2 2026, buying an estimated $581K and bringing the position to 20,919 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Jones Financial Companies first reported a position in NUGO in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold NUGO as of Q2 2026.

  • Jones Financial Companies held 20,919 shares of Nuveen Growth Opportunities ETF worth $855K as of Q2 2026.
  • Jones Financial Companies bought 13,978 Nuveen Growth Opportunities ETF shares in Q2 2026, an estimated $581K.
  • Nuveen Growth Opportunities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1976 holding.
  • Jones Financial Companies first reported a position in Nuveen Growth Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.