Wealth Enhancement Advisory Services
NCDL icon

Wealth Enhancement Advisory Services’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$1.14M Sell
87,341
-48,780
-36% -$655K ﹤0.01% 1712
2025
Q4 		$1.85M Sell
136,121
-8,785
-6% -$125K ﹤0.01% 1556
2025
Q3 		$1.98M Sell
144,906
-13,430
-8% -$215K ﹤0.01% 1446
2025
Q2 		$2.64M Sell
158,336
-184,437
-54% -$2.92M ﹤0.01% 1220
2025
Q1 		$5.82M Buy
342,773
+268,968
+364% +$4.62M 0.01% 774
2024
Q4 		$1.24M Buy
73,805
+26,103
+55% +$447K ﹤0.01% 1434
2024
Q3 		$831K Buy
47,702
+21,611
+83% +$378K ﹤0.01% 1501
2024
Q2 		$454K Buy
26,091
+8,705
+50% +$153K ﹤0.01% 1705
2024
Q1 		$314K Buy
+17,386
New +$302K ﹤0.01% 1893

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DCP
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BBHC
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Invesco
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return