SIA
NCLO

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

Schechter Investment 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
2025
Q1 		$1.28M Buy
+50,895
New +$1.28M 0.11% 190

Other funds holding NCLO

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.15B AUM 22.54% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Schechter Investment Advisors's NCLO Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Nuveen AA-BBB CLO ETF (NCLO) in Q1 2025: 50,895 shares worth $1.28M. The stake represents 0.11% of the portfolio and ranks #190 among its holdings.

10 funds tracked by Wall St. Rank hold NCLO as of Q1 2025.

  • Schechter Investment Advisors held 50,895 shares of Nuveen AA-BBB CLO ETF worth $1.28M as of Q1 2025.
  • Nuveen AA-BBB CLO ETF was a new Schechter Investment Advisors position in Q1 2025.
  • Nuveen AA-BBB CLO ETF made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #190 holding.
  • 10 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.