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
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 $108B AUM 26.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VWM
Vigil Wealth Management Ponte Vedra Beach, Florida $124M AUM
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
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

Jones Financial Companies's NUGO Position: Q1 2026 in Review

Jones Financial Companies increased its Nuveen Growth Opportunities ETF (NUGO) stake by 80% in Q1 2026, buying an estimated $118K and bringing the position to 6,941 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Jones Financial Companies first reported a position in NUGO in Q3 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold NUGO as of Q1 2026.

  • Jones Financial Companies held 6,941 shares of Nuveen Growth Opportunities ETF worth $241K as of Q1 2026.
  • Jones Financial Companies bought 3,091 Nuveen Growth Opportunities ETF shares in Q1 2026, an estimated $118K.
  • Nuveen Growth Opportunities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2326 holding.
  • Jones Financial Companies first reported a position in Nuveen Growth Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.