PLMR SQ Credit Opp ETFPSQOETF
13F holders, Q4 2024 (December 31)7holders −2
1new positions
3sold out
$20.14avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding PLMR SQ Credit Opp ETF (PSQO) in their 13F filings, down 2 from Q3 2024. 1 opened new positions and 3 sold out. The largest holders were Advisory Resource Group ($16.1M), Atwood & Palmer Inc. ($3.7M) and Citigroup Inc. ($2.5M).
- Company
- PLMR SQ Credit Opp ETF
- Filed as
- PALMER SQUARE FUNDS TRUST (Q4 2024)
- CUSIP
- 696930106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $226K |
| Exits | 3 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 771,204 shares bought and 232,477 shares sold, net +538,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Advisory Resource Group | 3.41% | Add +423.1% | 797,821 | $16.1M |
| Atwood & Palmer Inc. | 0.25% | Add +167.6% | 183,080 | $3.7M |
| Citigroup Inc. | 0.00% | No change | 125,000 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -65.7% | 42,865 | $864K |
| BlackDiamond Wealth Management, LLC | 0.30% | Reduce -3.2% | 25,773 | $519K |
| Mariner, LLC | 0.00% | Reduce -46.4% | 14,400 | $290K |
| Jane Street Group, LLC | 0.00% | New | 11,235 | $226K |
"% of holder's portfolio" is PSQO's weight in each manager's 13F, not the share of PLMR SQ Credit Opp ETF the manager owns.