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Trajan Wealth LLC

Position in NCLO — Nuveen AA-BBB CLO ETF

CIK 1934415 SCOTTSDALE, AZ

Position in NCLO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$263,816
-$6,928 QoQ
Shares Held
10,519
-3.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 7 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $263,816 10,519
2026-03-31 $270,744 10,858
2025-12-31 $296,291 11,828
2025-09-30 $338,030 13,462