PLMR SQ Credit Opp ETFPSQOETF
13F holders, Q2 2025 (June 30)10holders
3new positions
3sold out
$20.49avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding PLMR SQ Credit Opp ETF (PSQO) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Atwood & Palmer Inc. ($36.8M), Advisory Resource Group ($17.2M) and Lake Street Private Wealth, LLC ($8.8M).
- Company
- PLMR SQ Credit Opp ETF
- Filed as
- PALMER SQUARE FUNDS TRUST (Q2 2025)
- CUSIP
- 696930106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $620K |
| Exits | 3 | $448K |
All 13F filers, Q1 2025 → Q2 2025: 1,598,952 shares bought and 24,692 shares sold, net +1,574,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Atwood & Palmer Inc. | 2.30% | Add +351.3% | 1,796,773 | $36.8M |
| Advisory Resource Group | 3.31% | Add +1.0% | 839,836 | $17.2M |
| Lake Street Private Wealth, LLC | 1.26% | Add +55.2% | 430,059 | $8.8M |
| BlackDiamond Wealth Management, LLC | 1.25% | Add +5.4% | 106,063 | $2.2M |
| Accurate Wealth Management, LLC | 0.14% | Add +8.6% | 44,473 | $911K |
| Mariner, LLC | 0.00% | No change | 24,450 | $501K |
| Jane Street Group, LLC | 0.00% | New | 19,603 | $402K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -15.9% | 13,706 | $281K |
| Savvy Advisors, Inc. | 0.01% | New | 10,004 | $205K |
| FAS Wealth Partners, Inc. | 0.00% | New | 638 | $13K |
"% 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.