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Palmer Square Credit Opportunities ETF (PSQO) Institutional Ownership

$20.69 +0.01 (+0.05%)
As of 03:58 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$57.42M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.98M
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PSQO Institutional Buying and Selling by Quarter

Palmer Square Credit Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2025 Elyxium Wealth LLC19,409$394K0.2%N/A0.924%
4/21/2025 Advisory Resource Group831,662$16.87M3.4%+4.2%40.969%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,301$330K0.1%N/A0.803%
4/15/2025 Atwood & Palmer Inc.398,136$8.07M0.6%+117.5%19.613%
4/15/2025 Accurate Wealth Management LLC40,954$824K0.2%N/A2.017%
4/10/2025 Lake Street Private Wealth LLC277,113$5.62M0.9%N/A13.651%
4/2/2025 Global Wealth Strategies & Associates2,138$43K0.0%N/A0.108%
2/17/2025 Bank of America Corp DE42,865$864K0.0%-65.7%0.000%
2/14/2025 Jane Street Group LLC11,235$226K0.0%N/A0.000%
2/13/2025 Mariner LLC14,400$290K0.0%-46.4%0.000%
2/10/2025 BlackDiamond Wealth Management LLC25,773$519K0.3%-3.2%0.000%
1/28/2025 Advisory Resource Group797,821$16.07M3.4%+423.1%0.000%
1/16/2025 Atwood & Palmer Inc.183,080$3.69M0.3%+167.6%0.000%
1/1/2025 Advisory Resource Group152,522$3.08M0.7%N/A0.000%
(Data available from 1/1/2016 forward)

PSQO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSQO shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Palmer Square Credit Opportunities ETF. The most heavily invested institutionals were Atwood & Palmer Inc. ($36.82M), Advisory Resource Group ($17.21M), Lake Street Private Wealth LLC ($5.62M), BlackDiamond Wealth Management LLC ($2.17M), Accurate Wealth Management LLC ($911K), Bank of America Corp DE ($864K), and Jane Street Group LLC ($402K).Learn more on Palmer Square Credit Opportunities ETF's institutional investors.

Which institutional investors have been buying Palmer Square Credit Opportunities ETF's stock?

Of the 10 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. ($1.73M), Advisory Resource Group ($839.84K), Lake Street Private Wealth LLC ($277.11K), Accurate Wealth Management LLC ($44.47K), Jane Street Group LLC ($30.84K), Elyxium Wealth LLC ($19.41K), and Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($16.30K).

How much institutional buying is happening at Palmer Square Credit Opportunities ETF?

Institutional investors have bought a total of 2,973,906 shares in the last 24 months. This purchase volume represents approximately $57.42M in transactions.

Which of Palmer Square Credit Opportunities ETF's major shareholders have been selling company stock?

The following institutional investors have sold Palmer Square Credit Opportunities ETF stock in the last 24 months: Bank of America Corp DE ($82.14K), Mariner LLC ($12.45K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($2.60K), and BlackDiamond Wealth Management LLC ($844.00).

How much institutional selling is happening at Palmer Square Credit Opportunities ETF?

Institutional investors have sold a total of 98,024 shares in the last 24 months. This volume of shares sold represents approximately $1.98M in transactions.



This page (NYSEARCA:PSQO) was last updated on 8/20/2025 by MarketBeat.com Staff
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