SHP Wealth Management’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

SHP Wealth Management’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	$224K	Sell	5,179 -1,941	-27%	-$80.7K	0.02%	282
2026 Q1	$256K	Sell	7,120 -3,841	-35%	-$147K	0.02%	219
2025 Q4	$436K	Buy	+10,961	New	+$437K	0.03%	163

Other funds holding NUGO

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

SHP Wealth Management's NUGO Position: Q2 2026 in Review

SHP Wealth Management reduced its Nuveen Growth Opportunities ETF (NUGO) stake by 27% in Q2 2026, selling an estimated $80.7K and leaving 5,179 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #282.

SHP Wealth Management first reported a position in NUGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 17 funds tracked by Wall St. Rank hold NUGO as of Q2 2026.

SHP Wealth Management held 5,179 shares of Nuveen Growth Opportunities ETF worth $224K as of Q2 2026.
SHP Wealth Management sold 1,941 Nuveen Growth Opportunities ETF shares in Q2 2026, an estimated $80.7K.
Nuveen Growth Opportunities ETF made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #282 holding.
SHP Wealth Management first reported a position in Nuveen Growth Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's Nuveen Growth Opportunities ETF position peaked at $436K in Q4 2025.
17 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.