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

EverSource Wealth 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 Q3	$117K	Sell	4,679 -2,352	-33%	-$58.6K	﹤0.01%	1299
2026 Q2	$175K	Sell	7,031 -311	-4%	-$7.75K	0.01%	1066
2026 Q1	$183K	Buy	7,342 +85	+1%	+$2.12K	0.01%	1107
2025 Q4	$181K	Sell	7,257 -140	-2%	-$3.5K	0.01%	989
2025 Q3	$184K	Buy	7,397 +3,154	+74%	+$78.8K	0.01%	946
2025 Q2	$106K	Buy	4,243 +1,226	+41%	+$30.6K	﹤0.01%	1170
2025 Q1	$75.2K	Buy	+3,017	New	+$75.6K	﹤0.01%	1028

Other funds holding PCLO

Virtus Fixed Income Advisers Hartford, Connecticut $170M AUM 1.48% 1-Year Est. Return

Silvant Capital Management Atlanta, Georgia $4.94B AUM 28.78% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EverSource Wealth Advisors's PCLO Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its Virtus SEIX AAA Private Credit CLO ETF (PCLO) stake by 33% in Q3 2026, selling an estimated $58.6K and leaving 4,679 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

EverSource Wealth Advisors first reported a position in PCLO in Q1 2025 and has held it in 7 quarters since. The position peaked at $184K in Q3 2025. 6 funds tracked by Wall St. Rank hold PCLO as of Q3 2026.

EverSource Wealth Advisors held 4,679 shares of Virtus SEIX AAA Private Credit CLO ETF worth $117K as of Q3 2026.
EverSource Wealth Advisors sold 2,352 Virtus SEIX AAA Private Credit CLO ETF shares in Q3 2026, an estimated $58.6K.
Virtus SEIX AAA Private Credit CLO ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1299 holding.
EverSource Wealth Advisors first reported a position in Virtus SEIX AAA Private Credit CLO ETF in Q1 2025 and has held it in 7 quarters since.
EverSource Wealth Advisors's Virtus SEIX AAA Private Credit CLO ETF position peaked at $184K in Q3 2025.
6 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.