SWM
NUGO icon

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
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VWM
Vigil Wealth Management Ponte Vedra Beach, Florida $140M AUM
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

SHP Wealth Management's NUGO Position: Q1 2026 in Review

SHP Wealth Management reduced its Nuveen Growth Opportunities ETF (NUGO) stake by 35% in Q1 2026, selling an estimated $147K and leaving 7,120 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #219.

SHP Wealth Management first reported a position in NUGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $436K in Q4 2025. 14 funds tracked by Wall St. Rank hold NUGO as of Q1 2026.

  • SHP Wealth Management held 7,120 shares of Nuveen Growth Opportunities ETF worth $256K as of Q1 2026.
  • SHP Wealth Management sold 3,841 Nuveen Growth Opportunities ETF shares in Q1 2026, an estimated $147K.
  • Nuveen Growth Opportunities ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #219 holding.
  • SHP Wealth Management first reported a position in Nuveen Growth Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Nuveen Growth Opportunities ETF position peaked at $436K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.