Skip to content

PSQA PALMER SQUARE FUNDS TR

Follow

CLO SR DEBT ETF (fund)

20 managers (20 13F filers) reported a position in PSQA shares at 2026-03-31, 3,799,300 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
20
13F filers
20
New
8
Added
9
Reduced
1
Sold out
1
Shares held by filers
3,799,300

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Mariner, LLCin group Mariner, LLC2,293,038$46.9M0.05%+1,072,63313F-HRTimelineGroup
Ignite Planners, LLC274,842$5.59M0.86%-1,68413F-HRTimeline
Providence Financial Advisors, LLC245,109$5.01M2.86%new13F-HRTimeline
AE Wealth Management LLC242,888$4.96M0.03%+6,39613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC184,707$3.78M1.38%+8,62913F-HRTimeline
FAS Wealth Partners, Inc.109,285$2.23M0.14%+90,23713F-HRTimeline
OneDigital Investment Advisors LLC97,797$2M0.02%013F-HRTimeline
Arax Advisory Partners84,378$1.72M0.05%new13F-HRTimeline
Orgel Wealth Management, LLC48,662$995K0.02%new13F-HRTimeline
Canvas Wealth Advisors, LLC46,161$944K0.16%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,183$658K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,556$604K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC27,178$556K0.01%+3,94513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,704$423K<0.01%+1,32413F-HRTimelineGroup
Bull Harbor Capital LLC20,649$422K0.11%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.13,908$284K0.08%+2,65313F-HRTimeline
Weaver Consulting Group12,750$261K0.06%+1,00013F-HRTimeline
Farther Finance Advisors, LLC9,609$196K<0.01%+12913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,406$90.1K<0.01%new13F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,490$30.5K<0.01%new13F-HRTimelineGroup