SS
NCLO

Sunbelt Securities’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

Sunbelt Securities’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 		$512K Buy
20,542
+2,969
+17% +$74.1K 0.03% 392
2025
Q4 		$440K Buy
+17,573
New +$440K 0.03% 437

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
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
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return

Sunbelt Securities's NCLO Position: Q1 2026 in Review

Sunbelt Securities increased its Nuveen AA-BBB CLO ETF (NCLO) stake by 17% in Q1 2026, buying an estimated $74.1K and bringing the position to 20,542 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #392.

Sunbelt Securities first reported a position in NCLO in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold NCLO as of Q1 2026.

  • Sunbelt Securities held 20,542 shares of Nuveen AA-BBB CLO ETF worth $512K as of Q1 2026.
  • Sunbelt Securities bought 2,969 Nuveen AA-BBB CLO ETF shares in Q1 2026, an estimated $74.1K.
  • Nuveen AA-BBB CLO ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #392 holding.
  • Sunbelt Securities first reported a position in Nuveen AA-BBB CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.