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PSQA PALMER SQUARE FUNDS TR

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CLO SR DEBT ETF (fund)

7 managers (7 13F filers) reported a position in PSQA shares at 2025-03-31, 450,403 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
7
13F filers
7
New
4
Added
1
Reduced
1
Sold out
4
Shares held by filers
450,403

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ignite Planners, LLC233,804$4.73M0.93%new13F-HRTimeline
OneDigital Investment Advisors LLC100,131$2.04M0.02%+24,08713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC50,000$1.02M<0.01%-25,00013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC46,068$938K0.45%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,885$303K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,515$112K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.