Nuveen’s Castellum CTM Stock Holding History

Nuveen’s Portfolio CTM Stock Details CTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.56K	Buy	+4,122	New	+$2.65K	﹤0.01%	4813

Other funds holding CTM

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

Nuveen's CTM Position: Q3 2026 in Review

Nuveen opened a new position in Castellum (CTM) in Q3 2026: 4,122 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #4813 among its holdings.

17 funds tracked by Wall St. Rank hold CTM as of Q3 2026.

Nuveen held 4,122 shares of Castellum worth $2.56K as of Q3 2026.
Castellum was a new Nuveen position in Q3 2026.
Castellum made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4813 holding.
17 funds tracked by Wall St. Rank held Castellum as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.