Palmer Square Funds Tr (PSQO): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow PSQO for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 22

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$20.67

+0.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of PSQO (all 13F filers)

Prime Capital Investment Advisors2.4 MType not verified+8,169
Atwood & Palmer2.0 MType not verified+30 K
Mariner1.7 MWealth adviser+433 K
Advisory Resource Group970 KType not verified+20 K
Lake Street Private Wealth669 KWealth adviser−56 K
Providence Financial Advisors521 KType not verified+12 K
BlackDiamond Wealth Management98 KWealth adviser+10 K
AE Wealth Management88 KWealth adviser+60 K
Accurate Wealth Management77 KWealth adviser+3,094
Savvy Advisors73 KType not verified+7,375

Filer	Type
Prime Capital Investment Advisors	Type not verified	2.4 M	+8,169	$49.5M
Atwood & Palmer	Type not verified	2.0 M	+30 K	$42.4M
Mariner	Wealth adviser	1.7 M	+433 K	$34.9M
Advisory Resource Group	Type not verified	970 K	+20 K	$20.0M
Lake Street Private Wealth	Wealth adviser	669 K	−56 K	$13.8M
Providence Financial Advisors	Type not verified	521 K	+12 K	$10.8M
BlackDiamond Wealth Management	Wealth adviser	98 K	+10 K	$2.0M
AE Wealth Management	Wealth adviser	88 K	+60 K	$1.8M
Accurate Wealth Management	Wealth adviser	77 K	+3,094	$1.6M
Savvy Advisors	Type not verified	73 K	+7,375	$1.5M

Prime Capital Investment Advisors
Shares
2.4 M
Change
+8,169
See more
Type
Type not verified
Value
$49.5M
Atwood & Palmer
Shares
2.0 M
Change
+30 K
See more
Type
Type not verified
Value
$42.4M
Mariner
Shares
1.7 M
Change
+433 K
See more
Type
Wealth adviser
Value
$34.9M
Advisory Resource Group
Shares
970 K
Change
+20 K
See more
Type
Type not verified
Value
$20.0M
Lake Street Private Wealth
Shares
669 K
Change
−56 K
See more
Type
Wealth adviser
Value
$13.8M
Providence Financial Advisors
Shares
521 K
Change
+12 K
See more
Type
Type not verified
Value
$10.8M
BlackDiamond Wealth Management
Shares
98 K
Change
+10 K
See more
Type
Wealth adviser
Value
$2.0M
AE Wealth Management
Shares
88 K
Change
+60 K
See more
Type
Wealth adviser
Value
$1.8M
Accurate Wealth Management
Shares
77 K
Change
+3,094
See more
Type
Wealth adviser
Value
$1.6M
Savvy Advisors
Shares
73 K
Change
+7,375
See more
Type
Type not verified
Value
$1.5M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗