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 | $177,379.02 | -$449.75 | -0.25% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 15,690 | $393,843.09 | $392,093.1 | -$1,749.99 | -0.44% |
John DeMarco Trajan Wealth LLC | 10,519 | $264,133.01 | $263,069.68 | -$1,063.33 | -0.4% |
Alex Nunnamaker Schechter Investment Advisors LLC | 50,895 | $1.28M | $1.27M | -$3,817.17 | -0.3% |
| CWL Channel Wealth LLC Channel Wealth LLC | 20,700 | $516,155 | $517,704.91 | $1,549.91 | 0.3% |
| ARCA Exchange | United Kingdom Country |