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 Q1	$353K	Buy	+14,126	New	+$353K	0.01%	779

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

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

EWA

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

VestGen Advisors's PCLO Position: Q1 2026 in Review

VestGen Advisors opened a new position in Virtus SEIX AAA Private Credit CLO ETF (PCLO) in Q1 2026: 14,126 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings.

13 funds tracked by Wall St. Rank hold PCLO as of Q1 2026.

VestGen Advisors held 14,126 shares of Virtus SEIX AAA Private Credit CLO ETF worth $353K as of Q1 2026.
Virtus SEIX AAA Private Credit CLO ETF was a new VestGen Advisors position in Q1 2026.
Virtus SEIX AAA Private Credit CLO ETF made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #779 holding.
13 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.