Osaic Holdings’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

Osaic Holdings’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	$18K	Hold	500	–	–	﹤0.01%	5924
2025 Q4	$19.9K	Buy	+500	New	+$20K	﹤0.01%	5891
2023 Q2	–	Sell	-40	Closed	-$793	–	7543
2023 Q1	$793	Buy	+40	New	+$748	﹤0.01%	7026

Other funds holding NUGO

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Osaic Holdings's NUGO Position: Q1 2026 in Review

Osaic Holdings held its Nuveen Growth Opportunities ETF (NUGO) position steady in Q1 2026 at 500 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #5924.

Osaic Holdings first reported a position in NUGO in Q1 2023 and has held it in 3 quarters since. The position peaked at $19.9K in Q4 2025. 14 funds tracked by Wall St. Rank hold NUGO as of Q1 2026.

Osaic Holdings held 500 shares of Nuveen Growth Opportunities ETF worth $18K as of Q1 2026.
Osaic Holdings left its Nuveen Growth Opportunities ETF share count unchanged in Q1 2026.
Nuveen Growth Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5924 holding.
Osaic Holdings first reported a position in Nuveen Growth Opportunities ETF in Q1 2023 and has held it in 3 quarters since.
Osaic Holdings's Nuveen Growth Opportunities ETF position peaked at $19.9K in Q4 2025.
14 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.