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 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 $123M AUM 1.22% 1-Year Est. Return

SCM

Silvant Capital Management Atlanta, Georgia $2.89B AUM 34.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

TritonPoint Partners Chevy Chase, Maryland $272M AUM

Steward Partners Investment Advisory's PCLO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Virtus SEIX AAA Private Credit CLO ETF (PCLO) stake by 3.1% in Q1 2026, buying an estimated $1.25K and bringing the position to 1,650 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Steward Partners Investment Advisory first reported a position in PCLO in Q2 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold PCLO as of Q1 2026.

Steward Partners Investment Advisory held 1,650 shares of Virtus SEIX AAA Private Credit CLO ETF worth $41K as of Q1 2026.
Steward Partners Investment Advisory bought 50 Virtus SEIX AAA Private Credit CLO ETF shares in Q1 2026, an estimated $1.25K.
Virtus SEIX AAA Private Credit CLO ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2886 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 4 quarters since.
13 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.