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Palmer Square Credit Opportunities ETF (PSQO) Institutional Ownership

$20.76 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Palmer Square Credit Opportunities ETF (NYSEARCA:PSQO)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$62.37M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$540.59K
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PSQO Institutional Buying and Selling by Quarter

Palmer Square Credit Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026FAS Wealth Partners Inc.2,738$56K0.0%+226.3%0.042%
2/16/2026 Mariner LLC878,699$18.12M0.0%+234.4%13.560%
2/12/2026 Jane Street Group LLC30,520$629K0.0%N/A0.471%
2/12/2026 Advisory Resource Group1,108,459$22.86M4.0%+27.5%17.106%
2/11/2026 Endeavor Private Wealth Inc.11,249$232K0.1%+13.7%0.174%
2/10/2026 BlackDiamond Wealth Management LLC90,252$1.87M0.9%-18.5%1.393%
2/10/2026 Providence Financial Advisors LLC19,701$406K0.4%+43.4%0.304%
2/6/2026Redmont Wealth Advisors LLC26,056$537K0.8%-10.6%0.402%
2/5/2026 Elyxium Wealth LLC3,500$72K0.0%N/A0.054%
1/28/2026 Atwood & Palmer Inc.1,901,096$39.21M2.2%+3.5%30.033%
1/20/2026 Savvy Advisors Inc.62,447$1.29M0.0%+20.1%0.994%
1/14/2026 Accurate Wealth Management LLC56,082$1.16M0.1%+24.0%0.962%
1/7/2026 Lake Street Private Wealth LLC612,021$12.62M1.5%+23.6%10.644%
11/17/2025 Mariner LLC262,757$5.41M0.0%+974.7%5.362%
11/10/2025 Lake Street Private Wealth LLC494,976$10.20M1.3%+15.1%10.102%
11/7/2025Redmont Wealth Advisors LLC29,153$601K0.8%N/A0.595%
11/7/2025 Providence Financial Advisors LLC13,741$283K0.3%N/A0.280%
11/6/2025 Savvy Advisors Inc.51,977$1.07M0.0%+419.6%1.061%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors33,361$687K0.1%+143.4%0.705%
10/22/2025 Advisory Resource Group869,072$17.90M3.2%+3.5%18.374%
10/22/2025 Endeavor Private Wealth Inc.9,896$204K0.1%N/A0.209%
10/20/2025 Accurate Wealth Management LLC45,231$932K0.1%+1.7%0.973%
10/15/2025 Atwood & Palmer Inc.1,835,964$37.82M2.2%+2.2%39.483%
8/14/2025 Jane Street Group LLC19,603$402K0.0%N/A0.503%
8/14/2025 BlackDiamond Wealth Management LLC106,063$2.17M1.3%+5.4%2.720%
8/8/2025 Advisory Resource Group839,836$17.21M3.3%+1.0%21.534%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,706$281K0.0%-15.9%0.351%
8/4/2025 Savvy Advisors Inc.10,004$205K0.0%N/A0.257%
7/15/2025 Accurate Wealth Management LLC44,473$911K0.1%+8.6%1.202%
7/8/2025 Atwood & Palmer Inc.1,796,773$36.82M2.3%+351.3%48.561%
5/5/2025Elyxium Wealth LLC19,409$394K0.2%N/A0.924%
4/21/2025Advisory Resource Group831,662$16.87M3.4%+4.2%40.969%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,301$330K0.1%N/A0.803%
4/15/2025Atwood & Palmer Inc.398,136$8.07M0.6%+117.5%19.613%
4/15/2025Accurate Wealth Management LLC40,954$824K0.2%N/A2.017%
4/10/2025Lake Street Private Wealth LLC277,113$5.62M0.9%N/A13.651%
4/2/2025Global Wealth Strategies & Associates2,138$43K0.0%N/A0.108%
2/17/2025Bank of America Corp DE42,865$864K0.0%-65.7%0.000%
2/14/2025Jane Street Group LLC11,235$226K0.0%N/A0.000%
2/13/2025Mariner LLC14,400$290K0.0%-46.4%0.000%
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2/10/2025BlackDiamond Wealth Management LLC25,773$519K0.3%-3.2%0.000%
1/28/2025Advisory Resource Group797,821$16.07M3.4%+423.1%0.000%
1/16/2025Atwood & Palmer Inc.183,080$3.69M0.3%+167.6%0.000%
1/1/2025Advisory Resource Group152,522$3.08M0.7%N/A0.000%


PSQO Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 institutional investors and hedge funds held shares of Palmer Square Credit Opportunities ETF. The most heavily invested institutionals were Atwood & Palmer Inc. ($39.21M), Advisory Resource Group ($22.86M), Mariner LLC ($18.12M), Lake Street Private Wealth LLC ($12.62M), BlackDiamond Wealth Management LLC ($1.87M), Savvy Advisors Inc. ($1.29M), and Accurate Wealth Management LLC ($1.16M).Learn more on Palmer Square Credit Opportunities ETF's institutional investors.

Of the 15 institutional investors that purchased Palmer Square Credit Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atwood & Palmer Inc. ($1.83M), Advisory Resource Group ($1.11M), Mariner LLC ($854.25K), Lake Street Private Wealth LLC ($459.08K), Savvy Advisors Inc. ($62.45K), Jane Street Group LLC ($61.36K), and Accurate Wealth Management LLC ($56.08K).

Institutional investors have bought a total of 3,034,254 shares in the last 24 months. This purchase volume represents approximately $62.37M in transactions.

The following institutional investors have sold Palmer Square Credit Opportunities ETF stock in the last 24 months: BlackDiamond Wealth Management LLC ($20.54K), Redmont Wealth Advisors LLC ($3.10K), and Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($2.60K).

Institutional investors have sold a total of 26,233 shares in the last 24 months. This volume of shares sold represents approximately $540.59K in transactions.


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This page (NYSEARCA:PSQO) was last updated on 5/26/2026 by MarketBeat.com Staff.
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