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 | $177,659.39 | -$169.38 | -0.1% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 15,489 | $388,808.04 | $388,851.34 | $43.3 | 0.01% |
John DeMarco Trajan Wealth LLC | 10,519 | $264,133.01 | $263,500.95 | -$632.06 | -0.24% |
Alex Nunnamaker Schechter Investment Advisors LLC | 50,895 | $1.28M | $1.28M | $1,272.37 | 0.1% |
| CWL Channel Wealth LLC Channel Wealth LLC | 20,700 | $516,155 | $519,673.5 | $3,518.5 | 0.68% |
| ARCA Exchange | United Kingdom Country |