PSQO PALMER SQUARE FUNDS TR
FollowCMN (fund)
11 managers (11 13F filers) reported a position in PSQO shares at 2025-03-31, 1,711,345 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 6
- Added
- 4
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 1,711,345
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Advisory Resource Group | 831,662 | $16.9M | 3.43% | +33,841 | 13F-HRTimeline |
| ATWOOD & PALMER INC | 398,136 | $8.07M | 0.56% | +215,056 | 13F-HRTimeline |
| LAKE STREET PRIVATE WEALTH, LLC | 277,113 | $5.62M | 0.92% | new | 13F-HRTimeline |
| BlackDiamond Wealth Management, LLC | 100,632 | $2.05M | 1.38% | +74,859 | 13F-HRTimeline |
| Accurate Wealth Management, LLC | 40,954 | $824K | 0.16% | new | 13F-HRTimeline |
| Mariner, LLCin group Mariner, LLC | 24,450 | $496K | <0.01% | +10,050 | 13F-HRTimelineGroup |
| Elyxium Wealth, LLC | 19,409 | $394K | 0.17% | new | 13F-HRTimeline |
| Bay Colony Advisory Group, Inc d/b/a Ba… | 16,301 | $330K | 0.05% | new | 13F-HRTimeline |
| Global Wealth Strategies & Associates | 2,138 | $43.4K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 550 | $11.2K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |