PLMR SQ Credit Opp ETFPSQOETF
13F holders, Q3 2025 (September 30)13holders +3
3new positions
1sold out
$20.60avg. 13F price*
At the end of Q3 2025, 13 institutions reported holding PLMR SQ Credit Opp ETF (PSQO) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Atwood & Palmer Inc. ($37.8M), Advisory Resource Group ($17.9M) and Lake Street Private Wealth, LLC ($10.2M).
- Company
- PLMR SQ Credit Opp ETF
- Filed as
- PALMER SQUARE FUNDS TRUST (Q3 2025)
- CUSIP
- 696930106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $808K |
| Exits | 1 | $402K |
All 13F filers, Q2 2025 → Q3 2025: 478,202 shares bought and 19,603 shares sold, net +458,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Atwood & Palmer Inc. | 2.22% | Add +2.2% | 1,835,964 | $37.8M |
| Advisory Resource Group | 3.21% | Add +3.5% | 869,072 | $17.9M |
| Lake Street Private Wealth, LLC | 1.32% | Add +15.1% | 494,976 | $10.2M |
| Mariner, LLC | 0.01% | Add +974.7% | 262,757 | $5.4M |
| BlackDiamond Wealth Management, LLC | 1.25% | Add +4.5% | 110,793 | $2.3M |
| Savvy Advisors, Inc. | 0.05% | Add +419.6% | 51,977 | $1.1M |
| Accurate Wealth Management, LLC | 0.12% | Add +1.7% | 45,231 | $932K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +143.4% | 33,361 | $687K |
| Redmont Wealth Advisors LLC | 0.84% | New | 29,153 | $601K |
| Providence Financial Advisors, LLC | 0.27% | — | 13,741 | $283K |
| Endeavor Private Wealth, Inc. | 0.06% | New | 9,896 | $204K |
| FAS Wealth Partners, Inc. | 0.00% | Add +31.5% | 839 | $17K |
| Farther Finance Advisors, LLC | 0.00% | New | 185 | $4K |
"% 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.