Elevated Financial Group
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Elevated Financial Group’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

Elevated Financial Group’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 		$7.22M Buy
+288,068
New +$7.22M 2.02% 11

Other funds holding NCLO

Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Flagstar Advisors
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Elevated Financial Group's NCLO Position: Q3 2026 in Review

Elevated Financial Group opened a new position in Nuveen AA-BBB CLO ETF (NCLO) in Q3 2026: 288,068 shares worth $7.22M. The stake represents 2.02% of the portfolio and ranks #11 among its holdings.

3 funds tracked by Wall St. Rank hold NCLO as of Q3 2026.

  • Elevated Financial Group held 288,068 shares of Nuveen AA-BBB CLO ETF worth $7.22M as of Q3 2026.
  • Nuveen AA-BBB CLO ETF was a new Elevated Financial Group position in Q3 2026.
  • Nuveen AA-BBB CLO ETF made up 2.02% of Elevated Financial Group's portfolio in Q3 2026, its #11 holding.
  • 3 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q3 2026.

Based on Elevated Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.