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Arax Advisory Partners

Position in NCLO — Nuveen AA-BBB CLO ETF

CIK 1586767 DENVER, CO

Position in NCLO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$11,863,015
+$2,862,603 QoQ
Shares Held
473,007
+31.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2
of 12 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 29% Shared 0% None 71%

Common Shares in NCLO Over Time

Shares Held

Position Value (USD)

All Filings in NCLO

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,863,015 473,007
2026-03-31 $9,000,412 360,955
2025-12-31 $3,544,149 141,483
2025-09-30 $3,608,984 143,727
2025-06-30 $1,788,292 71,190