DPI
NCLO

Diversified Portfolios Inc’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

Diversified Portfolios Inc’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 		$22.6M Buy
907,773
+146,497
+19% +$3.66M 1.86% 13
2025
Q4 		$19.1M Buy
+761,276
New +$19.1M 1.59% 15

Other funds holding NCLO

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
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 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

Diversified Portfolios Inc's NCLO Position: Q1 2026 in Review

Diversified Portfolios Inc increased its Nuveen AA-BBB CLO ETF (NCLO) stake by 19% in Q1 2026, buying an estimated $3.66M and bringing the position to 907,773 shares worth $22.6M. The position accounts for 1.86% of the portfolio, ranked #13.

Diversified Portfolios Inc first reported a position in NCLO in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold NCLO as of Q1 2026.

  • Diversified Portfolios Inc held 907,773 shares of Nuveen AA-BBB CLO ETF worth $22.6M as of Q1 2026.
  • Diversified Portfolios Inc bought 146,497 Nuveen AA-BBB CLO ETF shares in Q1 2026, an estimated $3.66M.
  • Nuveen AA-BBB CLO ETF made up 1.86% of Diversified Portfolios Inc's portfolio in Q1 2026, its #13 holding.
  • Diversified Portfolios Inc first reported a position in Nuveen AA-BBB CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.