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Waverly Advisors’s Nuveen Growth Opportunities ETF NUGO Stock Holding History

Waverly Advisors’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 		– Sell
-345
Closed -$12.4K – 1808
2026
Q1 		$12.4K Buy
+345
New +$13.2K ﹤0.01% 1602

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

Waverly Advisors's NUGO Position: Q2 2026 in Review

Waverly Advisors sold out of Nuveen Growth Opportunities ETF (NUGO) in Q2 2026, closing a stake of 345 shares — an estimated $12.4K sold.

Waverly Advisors first reported a position in NUGO in Q1 2026 and held it in 1 quarter. The position peaked at $12.4K in Q1 2026. 17 funds tracked by Wall St. Rank hold NUGO as of Q2 2026.

  • Waverly Advisors reported no remaining Nuveen Growth Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 345 Nuveen Growth Opportunities ETF shares in Q2 2026, an estimated $12.4K.
  • Waverly Advisors first reported a position in Nuveen Growth Opportunities ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Nuveen Growth Opportunities ETF position peaked at $12.4K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.