EverSource Wealth Advisors’s Virtus SEIX AAA Private Credit CLO ETF PCLO Stock Holding History

EverSource Wealth Advisors's PCLO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Virtus SEIX AAA Private Credit CLO ETF (PCLO) stake by 4.2% in Q2 2026, selling an estimated $7.75K and leaving 7,031 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #1066.

EverSource Wealth Advisors first reported a position in PCLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $184K in Q3 2025. 2 funds tracked by Wall St. Rank hold PCLO as of Q2 2026.

• EverSource Wealth Advisors held 7,031 shares of Virtus SEIX AAA Private Credit CLO ETF worth $175K as of Q2 2026.
• EverSource Wealth Advisors sold 311 Virtus SEIX AAA Private Credit CLO ETF shares in Q2 2026, an estimated $7.75K.
• Virtus SEIX AAA Private Credit CLO ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1066 holding.
• EverSource Wealth Advisors first reported a position in Virtus SEIX AAA Private Credit CLO ETF in Q1 2025 and has held it in 6 quarters since.
• EverSource Wealth Advisors's Virtus SEIX AAA Private Credit CLO ETF position peaked at $184K in Q3 2025.
• 2 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.