Raymond James Financial
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Raymond James Financial’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

Raymond James 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 		$2.39M Sell
55,153
-26,694
-33% -$1.11M ﹤0.01% 3364
2026
Q1 		$2.94M Buy
+81,847
New +$3.13M ﹤0.01% 3044

Other funds holding NUGO

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VWM
Vigil Wealth Management Ponte Vedra Beach, Florida $140M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's NUGO Position: Q2 2026 in Review

Raymond James Financial reduced its Nuveen Growth Opportunities ETF (NUGO) stake by 33% in Q2 2026, selling an estimated $1.11M and leaving 55,153 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

Raymond James Financial first reported a position in NUGO in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.94M in Q1 2026. 17 funds tracked by Wall St. Rank hold NUGO as of Q2 2026.

  • Raymond James Financial held 55,153 shares of Nuveen Growth Opportunities ETF worth $2.39M as of Q2 2026.
  • Raymond James Financial sold 26,694 Nuveen Growth Opportunities ETF shares in Q2 2026, an estimated $1.11M.
  • Nuveen Growth Opportunities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3364 holding.
  • Raymond James Financial first reported a position in Nuveen Growth Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • Raymond James Financial's Nuveen Growth Opportunities ETF position peaked at $2.94M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.