Palmer Square Funds Trust - PSQO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ATWOOD & PALMER INC | History | Added to | 1,901,096 | 39,207 | 2.23% | 2.22% | 1 | +65,132 | 3.55% | Q4 2025 | Jan 28, 2026 |
| Advisory Resource Group | History | Added to | 1,108,459 | 22,860 | 4.02% | 3.21% | 2 | +239,387 | 27.55% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 878,699 | 18,122 | 0.02% | 0.01% | 3 | +615,942 | 234.42% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 612,021 | 12,622 | 1.54% | 1.31% | 4 | +117,045 | 23.65% | Q4 2025 | Jan 07, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 90,252 | 1,870 | 0.91% | 1.25% | 5 | -20,541 | -18.54% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 62,447 | 1,287 | 0.04% | 0.05% | 6 | +10,470 | 20.14% | Q4 2025 | Jan 20, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 56,082 | 1,157 | 0.15% | 0.12% | 7 | +10,851 | 23.99% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 35,304 | 728 | 0.01% | — | 8 | +35,304 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 30,520 | 629 | 0.0% | — | 9 | +30,520 | New | Q4 2025 | Feb 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 28,759 | 593 | 0.07% | 0.08% | 10 | -4,602 | -13.79% | Q4 2025 | Feb 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 26,056 | 537 | 0.81% | 0.84% | 11 | -3,097 | -10.62% | Q4 2025 | Feb 06, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 19,701 | 406 | 0.4% | 0.27% | 12 | +5,960 | 43.37% | Q4 2025 | Feb 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 11,249 | 231 | 0.07% | 0.06% | 13 | +1,353 | 13.67% | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 3,500 | 72 | 0.02% | — | 14 | +3,500 | New | Q4 2025 | Feb 05, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,738 | 56 | 0.0% | 0.0% | 15 | +1,899 | 226.34% | Q4 2025 | Feb 18, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 620 | 12 | 0.0% | — | 16 | +620 | New | Q4 2025 | Feb 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 517 | 10 | 0.0% | 0.0% | 17 | +332 | 179.46% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | New | 236 | 4 | 0.0% | — | 18 | +236 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 207 | 4 | 0.0% | — | 19 | +207 | New | Q4 2025 | Jan 29, 2026 |