UBS Group’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

UBS Group’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
2025 Q4	–	Sell	-2,727	Closed	-$107K	–	10970
2025 Q3	$107K	Sell	2,727 -931	-25%	-$35.1K	﹤0.01%	7073
2025 Q2	$132K	Buy	3,658 +3,639	+19,153%	+$118K	﹤0.01%	7011
2025 Q1	$580	Buy	+19	New	+$643	﹤0.01%	9727
2024 Q4	–	Sell	-236	Closed	-$7.65K	–	10249
2024 Q3	$7.65K	Buy	+236	New	+$7.44K	﹤0.01%	7887
2023 Q2	–	Sell	-4	Closed	-$80	–	9414
2023 Q1	$80	Buy	+4	New	+$75	﹤0.01%	9274
2022 Q2	–	Sell	-974	Closed	-$23K	–	10725
2022 Q1	$23K	Buy	974 +749	+333%	+$17.2K	﹤0.01%	7299
2021 Q4	$6K	Buy	+225	New	+$5.8K	﹤0.01%	9279

Other funds holding NUGO

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group's NUGO Position: Q4 2025 in Review

UBS Group sold out of Nuveen Growth Opportunities ETF (NUGO) in Q4 2025, closing a stake of 2,727 shares — an estimated $107K sold.

UBS Group first reported a position in NUGO in Q4 2021 and held it in 7 quarters. The position peaked at $132K in Q2 2025. 14 funds tracked by Wall St. Rank hold NUGO as of Q4 2025.

UBS Group reported no remaining Nuveen Growth Opportunities ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 2,727 Nuveen Growth Opportunities ETF shares in Q4 2025, an estimated $107K.
UBS Group first reported a position in Nuveen Growth Opportunities ETF in Q4 2021 and held it in 7 quarters.
UBS Group's Nuveen Growth Opportunities ETF position peaked at $132K in Q2 2025.
14 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.