Diversified Portfolios, Inc.
Position in NCLO — Nuveen AA-BBB CLO ETF
CIK 1634212
Bloomfield Hills, MI
Position in NCLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$29,456,811
+$6,821,492 QoQ
Shares Held
1,174,514
+29.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.95%
of 13F equity value
Holder Rank
#1
of 12 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,456,811 | 1,174,514 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||