Nuveen AA-BBB CLO ETF offers investment-grade CLO exposure but faces an unfavorable macro environment in 2026. NCLO's floating-rate structure, while robust in rising rates, will see yields decline as Fed Funds fall, reducing current income. Credit spreads for CLOs are historically tight, exposing NCLOs to potential -10% drawdowns in a recession despite low default risk.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,098 | $177,828.77 | $177,450 | -$378.77 | -0.21% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 15,298 | $384,023.49 | $381,532.12 | -$2,491.37 | -0.65% |
John DeMarco Trajan Wealth LLC | 10,858 | $272,645.33 | $271,389.2 | -$1,256.13 | -0.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 50,895 | $1.28M | $1.27M | -$4,356.61 | -0.34% |
| CWL Channel Wealth LLC Channel Wealth LLC | 20,700 | $516,155 | $517,707 | $1,552 | 0.3% |
| ARCA Exchange | United Kingdom Country |