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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
4,243
+1,226
+41% +$30.6K ﹤0.01% 1167
2025
Q1
$75.2K Buy
+3,017
New +$75.2K ﹤0.01% 1027