SA
NCLO

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
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

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
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
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Sanctuary Advisors's NCLO Position: Q2 2026 in Review

Sanctuary Advisors increased its Nuveen AA-BBB CLO ETF (NCLO) stake by 10% in Q2 2026, buying an estimated $35.1K and bringing the position to 14,924 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Sanctuary Advisors first reported a position in NCLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $481K in Q4 2025. 13 funds tracked by Wall St. Rank hold NCLO as of Q2 2026.

  • Sanctuary Advisors held 14,924 shares of Nuveen AA-BBB CLO ETF worth $374K as of Q2 2026.
  • Sanctuary Advisors bought 1,404 Nuveen AA-BBB CLO ETF shares in Q2 2026, an estimated $35.1K.
  • Nuveen AA-BBB CLO ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2180 holding.
  • Sanctuary Advisors first reported a position in Nuveen AA-BBB CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Sanctuary Advisors's Nuveen AA-BBB CLO ETF position peaked at $481K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.