GWMR
NCLO

GC Wealth Management RIA’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

GC Wealth Management RIA’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
Q2 		– Sell
-30,000
Closed -$748K – 551
2026
Q1 		$748K Hold
30,000
– – 0.03% 280
2025
Q4 		$752K Buy
+30,000
New +$752K 0.03% 281

Other funds holding NCLO

DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
KG
Kilter Group Rhinebeck, New York $276M AUM 26.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return

GC Wealth Management RIA's NCLO Position: Q2 2026 in Review

GC Wealth Management RIA sold out of Nuveen AA-BBB CLO ETF (NCLO) in Q2 2026, closing a stake of 30,000 shares — an estimated $748K sold.

GC Wealth Management RIA first reported a position in NCLO in Q4 2025 and held it in 2 quarters. The position peaked at $752K in Q4 2025. 13 funds tracked by Wall St. Rank hold NCLO as of Q2 2026.

  • GC Wealth Management RIA reported no remaining Nuveen AA-BBB CLO ETF position as of Q2 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 30,000 Nuveen AA-BBB CLO ETF shares in Q2 2026, an estimated $748K.
  • GC Wealth Management RIA first reported a position in Nuveen AA-BBB CLO ETF in Q4 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's Nuveen AA-BBB CLO ETF position peaked at $752K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.