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PSQA PALMER SQUARE FUNDS TR

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CLO SR DEBT ETF (fund)

19 managers (19 13F filers) reported a position in PSQA shares at 2026-06-30, 5,493,068 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
19
13F filers
19
New
3
Added
8
Reduced
6
Sold out
4
Shares held by filers
5,493,068

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mariner, LLCin group Mariner, LLC3,747,220$76.7M0.08%+1,454,18213F-HRTimelineGroup
Ignite Planners, LLC266,788$5.42M0.74%-8,05413F-HRTimeline
AE Wealth Management LLC264,731$5.42M0.03%+21,84313F-HRTimeline
Providence Financial Advisors, LLC238,974$4.89M2.78%-6,13513F-HRTimeline
Arax Advisory Partners231,679$4.74M0.03%+147,30113F-HRTimeline
FAS Wealth Partners, Inc.200,479$4.1M0.21%+91,19413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC193,652$3.96M1.28%+8,94513F-HRTimeline
OneDigital Investment Advisors LLC96,816$1.98M0.02%-98113F-HRTimeline
Orgel Wealth Management, LLC48,662$996K0.02%013F-HRTimeline
Canvas Wealth Advisors, LLC44,793$916K0.13%-1,36813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,788$671K<0.01%+12,08413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,178$556K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC22,521$461K0.01%-4,65713F-HRTimeline
Bull Harbor Capital LLC20,594$421K0.08%-5513F-HRTimeline
Farther Finance Advisors, LLC18,153$371K<0.01%+8,54413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,488$337K0.08%+2,58013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,546$298K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,406$90.1K<0.01%013F-HRTimelineGroup
Fairway Wealth LLC2,600$53.2K0.01%new13F-HRTimeline