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 Q3	$1.73M	Buy	84,131 +7,092	+9%	+$147K	0.15%	157
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Providence Financial Advisors Overland Park, Kansas $136M AUM 16.88% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Wavvest Wealth Chicago, Illinois $124M AUM

Endeavor Private Wealth Topeka, Kansas $415M AUM 14.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Accurate Wealth Management's PSQO Position: Q3 2026 in Review

Accurate Wealth Management increased its Palmer Square Credit Opportunities ETF (PSQO) stake by 9.2% in Q3 2026, buying an estimated $147K and bringing the position to 84,131 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #157.

Accurate Wealth Management first reported a position in PSQO in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold PSQO as of Q3 2026.

Accurate Wealth Management held 84,131 shares of Palmer Square Credit Opportunities ETF worth $1.73M as of Q3 2026.
Accurate Wealth Management bought 7,092 Palmer Square Credit Opportunities ETF shares in Q3 2026, an estimated $147K.
Palmer Square Credit Opportunities ETF made up 0.15% of Accurate Wealth Management's portfolio in Q3 2026, its #157 holding.
Accurate Wealth Management first reported a position in Palmer Square Credit Opportunities ETF in Q1 2025 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.