Arax Advisory Partners
NCLO icon

Arax Advisory Partners’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

Arax Advisory Partners’s Portfolio NCLO Stock Details NCLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.9M Buy
673,689
+200,682
+42% +$5.03M 0.1% 226
2026
Q2 		$11.9M Buy
473,007
+112,052
+31% +$2.8M 0.08% 269
2026
Q1 		$9M Buy
360,955
+219,472
+155% +$5.48M 0.25% 85
2025
Q4 		$3.54M Sell
141,483
-2,244
-2% -$56.2K 0.1% 160
2025
Q3 		$3.61M Buy
143,727
+72,537
+102% +$1.82M 0.05% 311
2025
Q2 		$1.79M Buy
+71,190
New +$1.78M 0.08% 160

Other funds holding NCLO

Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Elevated Financial Group
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
TSG Advice Partners
TSG Advice Partners Columbus, Ohio $764M AUM
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Channel Wealth
Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return

Arax Advisory Partners's NCLO Position: Q3 2026 in Review

Arax Advisory Partners increased its Nuveen AA-BBB CLO ETF (NCLO) stake by 42% in Q3 2026, buying an estimated $5.03M and bringing the position to 673,689 shares worth $16.9M. The position accounts for 0.1% of the portfolio, ranked #226.

Arax Advisory Partners first reported a position in NCLO in Q2 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold NCLO as of Q3 2026.

  • Arax Advisory Partners held 673,689 shares of Nuveen AA-BBB CLO ETF worth $16.9M as of Q3 2026.
  • Arax Advisory Partners bought 200,682 Nuveen AA-BBB CLO ETF shares in Q3 2026, an estimated $5.03M.
  • Nuveen AA-BBB CLO ETF made up 0.1% of Arax Advisory Partners's portfolio in Q3 2026, its #226 holding.
  • Arax Advisory Partners first reported a position in Nuveen AA-BBB CLO ETF in Q2 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.