CW
NCLO

Channel Wealth’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

Channel Wealth’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
Q1 		$516K Buy
+20,700
New +$516K 0.13% 97

Other funds holding NCLO

DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return

Channel Wealth's NCLO Position: Q1 2026 in Review

Channel Wealth opened a new position in Nuveen AA-BBB CLO ETF (NCLO) in Q1 2026: 20,700 shares worth $516K. The stake represents 0.13% of the portfolio and ranks #97 among its holdings.

13 funds tracked by Wall St. Rank hold NCLO as of Q1 2026.

  • Channel Wealth held 20,700 shares of Nuveen AA-BBB CLO ETF worth $516K as of Q1 2026.
  • Nuveen AA-BBB CLO ETF was a new Channel Wealth position in Q1 2026.
  • Nuveen AA-BBB CLO ETF made up 0.13% of Channel Wealth's portfolio in Q1 2026, its #97 holding.
  • 13 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q1 2026.

Based on Channel Wealth's 13F filing for Q1 2026, filed 12 May 2026.