AWM
PSQO

Accurate Wealth Management’s Palmer Square Credit Opportunities ETF PSQO Stock Holding History

Accurate Wealth Management’s Portfolio PSQO Stock Details PSQO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
77,039
+3,094
+4% +$64.2K 0.15% 154
2026
Q1 		$1.52M Buy
73,945
+17,863
+32% +$369K 0.18% 124
2025
Q4 		$1.16M Buy
56,082
+10,851
+24% +$225K 0.15% 159
2025
Q3 		$932K Buy
45,231
+758
+2% +$15.6K 0.12% 175
2025
Q2 		$911K Buy
44,473
+3,519
+9% +$71.7K 0.14% 165
2025
Q1 		$824K Buy
+40,954
New +$833K 0.16% 137

Other funds holding PSQO

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $176M AUM 23.64% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Accurate Wealth Management's PSQO Position: Q2 2026 in Review

Accurate Wealth Management increased its Palmer Square Credit Opportunities ETF (PSQO) stake by 4.2% in Q2 2026, buying an estimated $64.2K and bringing the position to 77,039 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #154.

Accurate Wealth Management first reported a position in PSQO in Q1 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold PSQO as of Q2 2026.

  • Accurate Wealth Management held 77,039 shares of Palmer Square Credit Opportunities ETF worth $1.59M as of Q2 2026.
  • Accurate Wealth Management bought 3,094 Palmer Square Credit Opportunities ETF shares in Q2 2026, an estimated $64.2K.
  • Palmer Square Credit Opportunities ETF made up 0.15% of Accurate Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Accurate Wealth Management first reported a position in Palmer Square Credit Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.