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 Q1	$12.4K	Buy	+345	New	+$13.2K	﹤0.01%	1602

Other funds holding NUGO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VWM

Vigil Wealth Management Ponte Vedra Beach, Florida $124M AUM

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Waverly Advisors's NUGO Position: Q1 2026 in Review

Waverly Advisors opened a new position in Nuveen Growth Opportunities ETF (NUGO) in Q1 2026: 345 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings.

14 funds tracked by Wall St. Rank hold NUGO as of Q1 2026.

Waverly Advisors held 345 shares of Nuveen Growth Opportunities ETF worth $12.4K as of Q1 2026.
Nuveen Growth Opportunities ETF was a new Waverly Advisors position in Q1 2026.
Nuveen Growth Opportunities ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1602 holding.
14 funds tracked by Wall St. Rank held Nuveen Growth Opportunities ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.