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Sound Income Strategies’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Sound Income Strategies’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$2.54K – 1695
2026
Q1 		$2.54K Hold
200
– – ﹤0.01% 2086
2025
Q4 		$2.71K Buy
+200
New +$2.84K ﹤0.01% 2048

Other funds holding NCDL

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's NCDL Position: Q2 2026 in Review

Sound Income Strategies sold out of Nuveen Churchill Direct Lending (NCDL) in Q2 2026, closing a stake of 200 shares — an estimated $2.54K sold.

Sound Income Strategies first reported a position in NCDL in Q4 2025 and held it in 2 quarters. The position peaked at $2.71K in Q4 2025. 20 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • Sound Income Strategies reported no remaining Nuveen Churchill Direct Lending position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 200 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $2.54K.
  • Sound Income Strategies first reported a position in Nuveen Churchill Direct Lending in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Nuveen Churchill Direct Lending position peaked at $2.71K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.