Sanctuary Advisors
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Sanctuary Advisors’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

Sanctuary Advisors’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 		$549K Buy
21,920
+6,996
+47% +$175K ﹤0.01% 2012
2026
Q2 		$374K Buy
14,924
+1,404
+10% +$35.1K ﹤0.01% 2180
2026
Q1 		$337K Sell
13,520
-5,695
-30% -$142K ﹤0.01% 2018
2025
Q4 		$481K Buy
19,215
+2,961
+18% +$74.2K ﹤0.01% 1751
2025
Q3 		$408K Buy
+16,254
New +$407K ﹤0.01% 1815

Other funds holding NCLO

Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Elevated Financial Group
Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
TSG Advice Partners
TSG Advice Partners Columbus, Ohio $764M AUM
Channel Wealth
Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return

Sanctuary Advisors's NCLO Position: Q3 2026 in Review

Sanctuary Advisors increased its Nuveen AA-BBB CLO ETF (NCLO) stake by 47% in Q3 2026, buying an estimated $175K and bringing the position to 21,920 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Sanctuary Advisors first reported a position in NCLO in Q3 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold NCLO as of Q3 2026.

  • Sanctuary Advisors held 21,920 shares of Nuveen AA-BBB CLO ETF worth $549K as of Q3 2026.
  • Sanctuary Advisors bought 6,996 Nuveen AA-BBB CLO ETF shares in Q3 2026, an estimated $175K.
  • Nuveen AA-BBB CLO ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q3 2026, its #2012 holding.
  • Sanctuary Advisors first reported a position in Nuveen AA-BBB CLO ETF in Q3 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q3 2026.

Based on Sanctuary Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.