TSG Advice Partners’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

TSG Advice Partners’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 Q3	$614K	Buy	+24,482	New	+$613K	0.08%	84

Other funds holding NCLO

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Elevated Financial Group Indianapolis, Indiana $357M AUM 18.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Lionsbridge Wealth Management Jacksonville Beach, Florida $89.6M AUM 14.61% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

TSG Advice Partners's NCLO Position: Q3 2026 in Review

TSG Advice Partners opened a new position in Nuveen AA-BBB CLO ETF (NCLO) in Q3 2026: 24,482 shares worth $614K. The stake represents 0.08% of the portfolio and ranks #84 among its holdings.

11 funds tracked by Wall St. Rank hold NCLO as of Q3 2026.

TSG Advice Partners held 24,482 shares of Nuveen AA-BBB CLO ETF worth $614K as of Q3 2026.
Nuveen AA-BBB CLO ETF was a new TSG Advice Partners position in Q3 2026.
Nuveen AA-BBB CLO ETF made up 0.08% of TSG Advice Partners's portfolio in Q3 2026, its #84 holding.
11 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q3 2026.

Based on TSG Advice Partners's 13F filing for Q3 2026, filed 29 Oct 2026.