IWC
NCLO

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

Integrated Wealth Concepts’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 		$112K Buy
+4,465
New +$112K ﹤0.01% 2728

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

Integrated Wealth Concepts's NCLO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Nuveen AA-BBB CLO ETF (NCLO) in Q2 2026: 4,465 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #2728 among its holdings.

13 funds tracked by Wall St. Rank hold NCLO as of Q2 2026.

  • Integrated Wealth Concepts held 4,465 shares of Nuveen AA-BBB CLO ETF worth $112K as of Q2 2026.
  • Nuveen AA-BBB CLO ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Nuveen AA-BBB CLO ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2728 holding.
  • 13 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.