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

VestGen 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	$672K	Buy	26,984 +2,285	+9%	+$56.9K	0.02%	504
2026 Q2	$615K	Buy	24,699 +10,573	+75%	+$264K	0.02%	601
2026 Q1	$353K	Buy	+14,126	New	+$353K	0.01%	779

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

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

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

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

VestGen Advisors's PCLO Position: Q3 2026 in Review

VestGen Advisors increased its Virtus SEIX AAA Private Credit CLO ETF (PCLO) stake by 9.3% in Q3 2026, buying an estimated $56.9K and bringing the position to 26,984 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #504.

VestGen Advisors first reported a position in PCLO in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold PCLO as of Q3 2026.

VestGen Advisors held 26,984 shares of Virtus SEIX AAA Private Credit CLO ETF worth $672K as of Q3 2026.
VestGen Advisors bought 2,285 Virtus SEIX AAA Private Credit CLO ETF shares in Q3 2026, an estimated $56.9K.
Virtus SEIX AAA Private Credit CLO ETF made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #504 holding.
VestGen Advisors first reported a position in Virtus SEIX AAA Private Credit CLO ETF in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.