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
Q3 		$953K Sell
87,539
-200
-0.2% -$2.47K ﹤0.01% 2214
2026
Q2 		$1.13M Buy
87,739
+398
+0.5% +$5.3K ﹤0.01% 1989
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

Other funds holding NCDL

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Wealth Enhancement Advisory Services's NCDL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Nuveen Churchill Direct Lending (NCDL) stake by 0.23% in Q3 2026, selling an estimated $2.47K and leaving 87,539 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Wealth Enhancement Advisory Services first reported a position in NCDL in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.82M in Q1 2025. 7 funds tracked by Wall St. Rank hold NCDL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 87,539 shares of Nuveen Churchill Direct Lending worth $953K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 200 Nuveen Churchill Direct Lending shares in Q3 2026, an estimated $2.47K.
  • Nuveen Churchill Direct Lending made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2214 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen Churchill Direct Lending in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen Churchill Direct Lending position peaked at $5.82M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.