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 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

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

VestGen Advisors's PCLO Position: Q2 2026 in Review

VestGen Advisors increased its Virtus SEIX AAA Private Credit CLO ETF (PCLO) stake by 75% in Q2 2026, buying an estimated $264K and bringing the position to 24,699 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #601.

VestGen Advisors first reported a position in PCLO in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold PCLO as of Q2 2026.

VestGen Advisors held 24,699 shares of Virtus SEIX AAA Private Credit CLO ETF worth $615K as of Q2 2026.
VestGen Advisors bought 10,573 Virtus SEIX AAA Private Credit CLO ETF shares in Q2 2026, an estimated $264K.
Virtus SEIX AAA Private Credit CLO ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #601 holding.
VestGen Advisors first reported a position in Virtus SEIX AAA Private Credit CLO ETF in Q1 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.