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

Larson 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
2025
Q4 		– Sell
-105
Closed -$4.13K – 3604
2025
Q3 		$4.13K Buy
+105
New +$3.96K ﹤0.01% 2425

Other funds holding NUGO

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWM
Vigil Wealth Management Ponte Vedra Beach, Florida $140M AUM
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Larson Financial Group's NUGO Position: Q4 2025 in Review

Larson Financial Group sold out of Nuveen Growth Opportunities ETF (NUGO) in Q4 2025, closing a stake of 105 shares — an estimated $4.13K sold.

Larson Financial Group first reported a position in NUGO in Q3 2025 and held it in 1 quarter. The position peaked at $4.13K in Q3 2025. 14 funds tracked by Wall St. Rank hold NUGO as of Q4 2025.

  • Larson Financial Group reported no remaining Nuveen Growth Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 105 Nuveen Growth Opportunities ETF shares in Q4 2025, an estimated $4.13K.
  • Larson Financial Group first reported a position in Nuveen Growth Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • Larson Financial Group's Nuveen Growth Opportunities ETF position peaked at $4.13K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.