Wealth Management Partners’s Virtus SEIX AAA Private Credit CLO ETF PCLO Stock Holding History

Wealth Management Partners’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	–	Sell	-9,732	Closed	-$242K	–	160
2026 Q1	$242K	Sell	9,732 -3,504	-26%	-$87.5K	0.07%	136
2025 Q4	$330K	Sell	13,236 -3,269	-20%	-$81.7K	0.09%	118
2025 Q3	$412K	Sell	16,505 -1,183	-7%	-$29.5K	0.13%	104
2025 Q2	$440K	Buy	17,688 +8,467	+92%	+$211K	0.16%	96
2025 Q1	$230K	Buy	+9,221	New	+$231K	0.11%	107

Other funds holding PCLO

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

Wealth Management Partners's PCLO Position: Q2 2026 in Review

Wealth Management Partners sold out of Virtus SEIX AAA Private Credit CLO ETF (PCLO) in Q2 2026, closing a stake of 9,732 shares — an estimated $242K sold.

Wealth Management Partners first reported a position in PCLO in Q1 2025 and held it in 5 quarters. The position peaked at $440K in Q2 2025. 2 funds tracked by Wall St. Rank hold PCLO as of Q2 2026.

Wealth Management Partners reported no remaining Virtus SEIX AAA Private Credit CLO ETF position as of Q2 2026 after selling out during the quarter.
Wealth Management Partners sold 9,732 Virtus SEIX AAA Private Credit CLO ETF shares in Q2 2026, an estimated $242K.
Wealth Management Partners first reported a position in Virtus SEIX AAA Private Credit CLO ETF in Q1 2025 and held it in 5 quarters.
Wealth Management Partners's Virtus SEIX AAA Private Credit CLO ETF position peaked at $440K in Q2 2025.
2 funds tracked by Wall St. Rank held Virtus SEIX AAA Private Credit CLO ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.