PSQO PALMER SQUARE FUNDS TR
FollowCMN (fund)
11 managers (11 13F filers) reported a position in PSQO shares at 2025-06-30, 3,285,605 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 3
- Added
- 5
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 3,285,605
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ATWOOD & PALMER INC | 1,796,773 | $36.8M | 2.3% | +1,398,637 | 13F-HRTimeline |
| Advisory Resource Group | 839,836 | $17.2M | 3.31% | +8,174 | 13F-HRTimeline |
| LAKE STREET PRIVATE WEALTH, LLC | 430,059 | $8.81M | 1.25% | +152,946 | 13F-HRTimeline |
| BlackDiamond Wealth Management, LLC | 106,063 | $2.17M | 1.25% | +5,431 | 13F-HRTimeline |
| Accurate Wealth Management, LLC | 44,473 | $911K | 0.14% | +3,519 | 13F-HRTimeline |
| Mariner, LLCin group Mariner, LLC | 24,450 | $501K | <0.01% | 0 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 19,603 | $402K | <0.01% | new | 13F-HRTimelineGroup |
| Bay Colony Advisory Group, Inc d/b/a Ba… | 13,706 | $281K | 0.04% | -2,595 | 13F-HRTimeline |
| Savvy Advisors, Inc. | 10,004 | $205K | 0.01% | new | 13F-HRTimeline |
| FAS Wealth Partners, Inc. | 638 | $13.1K | <0.01% | new | 13F-HRTimeline |
| 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. |