SPIA
NCLO

Steward Partners Investment Advisory’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-180
Closed -$4.51K – 4593
2025
Q4 		$4.51K Buy
+180
New +$4.51K ﹤0.01% 3727

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steward Partners Investment Advisory's NCLO Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Nuveen AA-BBB CLO ETF (NCLO) in Q1 2026, closing a stake of 180 shares — an estimated $4.51K sold.

Steward Partners Investment Advisory first reported a position in NCLO in Q4 2025 and held it in 1 quarter. The position peaked at $4.51K in Q4 2025. 13 funds tracked by Wall St. Rank hold NCLO as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Nuveen AA-BBB CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 180 Nuveen AA-BBB CLO ETF shares in Q1 2026, an estimated $4.51K.
  • Steward Partners Investment Advisory first reported a position in Nuveen AA-BBB CLO ETF in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Nuveen AA-BBB CLO ETF position peaked at $4.51K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.