Diversified Portfolios, Inc.
Position in NCLO — Nuveen AA-BBB CLO ETF
CIK 1634212
Bloomfield Hills, MI
Position in NCLO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$22,635,319
+$3,565,356 QoQ
Shares Held
907,773
+19.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NCLO Over Time
Shares Held
Position Value (USD)
All Filings in NCLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,635,319 | 907,773 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,069,963 | 761,276 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||