Steward Partners Investment Advisory’s Virtus SEIX AAA Private Credit CLO ETF PCLO Stock Holding History

Steward Partners Investment Advisory’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	$41.1K	Hold	1,650	–	–	﹤0.01%	3062
2026 Q1	$41K	Buy	1,650 +50	+3%	+$1.25K	﹤0.01%	2886
2025 Q4	$39.9K	Hold	1,600	–	–	﹤0.01%	2792
2025 Q3	$39.9K	Hold	1,600	–	–	﹤0.01%	2715
2025 Q2	$39.9K	Buy	+1,600	New	+$39.9K	﹤0.01%	2588

Other funds holding PCLO

VFIA

Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return

SCM

Silvant Capital Management Atlanta, Georgia $3.44B AUM 36.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWA

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

Steward Partners Investment Advisory's PCLO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Virtus SEIX AAA Private Credit CLO ETF (PCLO) position steady in Q2 2026 at 1,650 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Steward Partners Investment Advisory first reported a position in PCLO in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold PCLO as of Q2 2026.

Steward Partners Investment Advisory held 1,650 shares of Virtus SEIX AAA Private Credit CLO ETF worth $41.1K as of Q2 2026.
Steward Partners Investment Advisory left its Virtus SEIX AAA Private Credit CLO ETF share count unchanged in Q2 2026.
Virtus SEIX AAA Private Credit CLO ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3062 holding.
Steward Partners Investment Advisory first reported a position in Virtus SEIX AAA Private Credit CLO ETF in Q2 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.