PSQO PALMER SQUARE FUNDS TR
FollowCMN (fund)
13 managers (13 13F filers) reported a position in PSQO shares at 2025-09-30, 3,757,945 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 3
- Added
- 9
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 3,757,945
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 1,835,964 | $37.8M | 2.22% | +39,191 | 13F-HRTimeline |
| Advisory Resource Group | 869,072 | $17.9M | 3.21% | +29,236 | 13F-HRTimeline |
| LAKE STREET PRIVATE WEALTH, LLC | 494,976 | $10.2M | 1.31% | +64,917 | 13F-HRTimeline |
| Mariner, LLCin group Mariner, LLC | 262,757 | $5.41M | 0.01% | +238,307 | 13F-HRTimelineGroup |
| BlackDiamond Wealth Management, LLC | 110,793 | $2.28M | 1.25% | +4,730 | 13F-HRTimeline |
| Savvy Advisors, Inc. | 51,977 | $1.07M | 0.05% | +41,973 | 13F-HRTimeline |
| Accurate Wealth Management, LLC | 45,231 | $932K | 0.12% | +758 | 13F-HRTimeline |
| Bay Colony Advisory Group, Inc d/b/a Ba… | 33,361 | $687K | 0.08% | +19,655 | 13F-HRTimeline |
| REDMONT WEALTH ADVISORS LLC | 29,153 | $601K | 0.84% | new | 13F-HRTimeline |
| Providence Financial Advisors, LLC | 13,741 | $283K | 0.27% | 13F-HRTimeline | |
| ENDEAVOR PRIVATE WEALTH, INC. | 9,896 | $204K | 0.06% | new | 13F-HRTimeline |
| FAS Wealth Partners, Inc. | 839 | $17.3K | <0.01% | +201 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 185 | $3.81K | <0.01% | new | 13F-HRTimeline |