AE Wealth Management
PSQA icon

AE Wealth Management’s Palmer Square CLO Senior Debt ETF PSQA Stock Holding History

AE Wealth Management’s Portfolio PSQA Stock Details PSQA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.42M Buy
264,731
+21,843
+9% +$449K 0.03% 423
2026
Q1 		$4.96M Buy
242,888
+6,396
+3% +$131K 0.03% 425
2025
Q4 		$4.82M Buy
+236,492
New +$4.84M 0.03% 401

Other funds holding PSQA

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Providence Financial Advisors
Providence Financial Advisors Overland Park, Kansas $176M AUM 23.64% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
FAS Wealth Partners
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Canvas Wealth Advisors
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's PSQA Position: Q2 2026 in Review

AE Wealth Management increased its Palmer Square CLO Senior Debt ETF (PSQA) stake by 9% in Q2 2026, buying an estimated $449K and bringing the position to 264,731 shares worth $5.42M. The position accounts for 0.03% of the portfolio, ranked #423.

AE Wealth Management first reported a position in PSQA in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold PSQA as of Q2 2026.

  • AE Wealth Management held 264,731 shares of Palmer Square CLO Senior Debt ETF worth $5.42M as of Q2 2026.
  • AE Wealth Management bought 21,843 Palmer Square CLO Senior Debt ETF shares in Q2 2026, an estimated $449K.
  • Palmer Square CLO Senior Debt ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #423 holding.
  • AE Wealth Management first reported a position in Palmer Square CLO Senior Debt ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Palmer Square CLO Senior Debt ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.