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 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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

VWM

Vigil Wealth Management Ponte Vedra Beach, Florida $140M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $6.56B AUM 32.24% 1-Year Est. Return

LPL Financial's NUGO Position: Q2 2026 in Review

LPL Financial increased its Nuveen Growth Opportunities ETF (NUGO) stake by 1.8% in Q2 2026, buying an estimated $37.1K and bringing the position to 51,766 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3629.

LPL Financial first reported a position in NUGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.95M in Q1 2025. 6 funds tracked by Wall St. Rank hold NUGO as of Q2 2026.

LPL Financial held 51,766 shares of Nuveen Growth Opportunities ETF worth $2.24M as of Q2 2026.
LPL Financial bought 892 Nuveen Growth Opportunities ETF shares in Q2 2026, an estimated $37.1K.
Nuveen Growth Opportunities ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3629 holding.
LPL Financial first reported a position in Nuveen Growth Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
LPL Financial's Nuveen Growth Opportunities ETF position peaked at $2.95M in Q1 2025.
6 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.