Victory Financial Group’s Nuveen AA-BBB CLO ETF NCLO Stock Holding History

Victory Financial Group’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 Q2	$225K	Buy	+8,976	New	+$224K	0.02%	364

Other funds holding NCLO

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Kilter Group Rhinebeck, New York $276M AUM 26.8% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return

Victory Financial Group's NCLO Position: Q2 2026 in Review

Victory Financial Group opened a new position in Nuveen AA-BBB CLO ETF (NCLO) in Q2 2026: 8,976 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings.

13 funds tracked by Wall St. Rank hold NCLO as of Q2 2026.

Victory Financial Group held 8,976 shares of Nuveen AA-BBB CLO ETF worth $225K as of Q2 2026.
Nuveen AA-BBB CLO ETF was a new Victory Financial Group position in Q2 2026.
Nuveen AA-BBB CLO ETF made up 0.02% of Victory Financial Group's portfolio in Q2 2026, its #364 holding.
13 funds tracked by Wall St. Rank held Nuveen AA-BBB CLO ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.