LPL Financial
NUGO icon

LPL Financial’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

LPL Financial’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
Q3 		$2.33M Buy
52,785
+1,019
+2% +$44K ﹤0.01% 3632
2026
Q2 		$2.24M Buy
51,766
+892
+2% +$37.1K ﹤0.01% 3629
2026
Q1 		$1.83M Sell
50,874
-5,244
-9% -$200K ﹤0.01% 3602
2025
Q4 		$2.23M Buy
56,118
+476
+0.9% +$19K ﹤0.01% 3302
2025
Q3 		$2.19M Buy
55,642
+2,559
+5% +$96.5K ﹤0.01% 3236
2025
Q2 		$1.91M Sell
53,083
-43,527
-45% -$1.41M ﹤0.01% 3167
2025
Q1 		$2.95M Buy
96,610
+17,497
+22% +$592K ﹤0.01% 2580
2024
Q4 		$2.74M Buy
79,113
+38,546
+95% +$1.31M ﹤0.01% 2584
2024
Q3 		$1.32M Buy
40,567
+6,548
+19% +$206K ﹤0.01% 3131
2024
Q2 		$1.09M Buy
34,019
+3,299
+11% +$98.7K ﹤0.01% 3164
2024
Q1 		$901K Buy
+30,720
New +$853K ﹤0.01% 3284

Other funds holding NUGO

Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial's NUGO Position: Q3 2026 in Review

LPL Financial increased its Nuveen Growth Opportunities ETF (NUGO) stake by 2% in Q3 2026, buying an estimated $44K and bringing the position to 52,785 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3632.

LPL Financial first reported a position in NUGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.95M in Q1 2025. 7 funds tracked by Wall St. Rank hold NUGO as of Q3 2026.

  • LPL Financial held 52,785 shares of Nuveen Growth Opportunities ETF worth $2.33M as of Q3 2026.
  • LPL Financial bought 1,019 Nuveen Growth Opportunities ETF shares in Q3 2026, an estimated $44K.
  • Nuveen Growth Opportunities ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3632 holding.
  • LPL Financial first reported a position in Nuveen Growth Opportunities ETF in Q1 2024 and has held it in 11 quarters since.
  • LPL Financial's Nuveen Growth Opportunities ETF position peaked at $2.95M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.