PLMR SQ Credit Opp ETFPSQOETF
13F holders, Q1 2025 (March 31)10holders +3
6new positions
3sold out
$20.28avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding PLMR SQ Credit Opp ETF (PSQO) in their 13F filings, up 3 from Q4 2024. 6 opened new positions and 3 sold out. The largest holders were Advisory Resource Group ($16.9M), Atwood & Palmer Inc. ($8.1M) and Lake Street Private Wealth, LLC ($5.6M).
- Company
- PLMR SQ Credit Opp ETF
- Filed as
- PALMER SQUARE FUNDS TRUST (Q1 2025)
- CUSIP
- 696930106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.2M |
| Exits | 3 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 690,271 shares bought and 179,100 shares sold, net +511,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Advisory Resource Group | 3.44% | Add +4.2% | 831,662 | $16.9M |
| Atwood & Palmer Inc. | 0.56% | Add +117.5% | 398,136 | $8.1M |
| Lake Street Private Wealth, LLC | 0.92% | New | 277,113 | $5.6M |
| BlackDiamond Wealth Management, LLC | 1.38% | Add +290.5% | 100,632 | $2.0M |
| Accurate Wealth Management, LLC | 0.16% | New | 40,954 | $824K |
| Mariner, LLC | 0.00% | Add +69.8% | 24,450 | $496K |
| Elyxium Wealth, LLC | 0.17% | New | 19,409 | $394K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 16,301 | $330K |
| Global Wealth Strategies & Associates | 0.01% | New | 2,138 | $43K |
| UBS Group AG | 0.00% | New | 550 | $11K |
"% 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.