Cambridge Investment Research Advisors
PCLO

Cambridge Investment Research Advisors’s Virtus SEIX AAA Private Credit CLO ETF PCLO Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PCLO Stock Details PCLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Buy
11,884
+865
+8% +$21.6K ﹤0.01% 3462
2026
Q1 		$274K Buy
11,019
+17
+0.2% +$425 ﹤0.01% 3378
2025
Q4 		$275K Buy
+11,002
New +$275K ﹤0.01% 3288

Other funds holding PCLO

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Cambridge Investment Research Advisors's PCLO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Virtus SEIX AAA Private Credit CLO ETF (PCLO) stake by 7.9% in Q2 2026, buying an estimated $21.6K and bringing the position to 11,884 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

Cambridge Investment Research Advisors first reported a position in PCLO in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold PCLO as of Q2 2026.

  • Cambridge Investment Research Advisors held 11,884 shares of Virtus SEIX AAA Private Credit CLO ETF worth $296K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 865 Virtus SEIX AAA Private Credit CLO ETF shares in Q2 2026, an estimated $21.6K.
  • Virtus SEIX AAA Private Credit CLO ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3462 holding.
  • Cambridge Investment Research Advisors first reported a position in Virtus SEIX AAA Private Credit CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 2 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.