AWM
PSQA

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
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 $85.7B AUM 24.21% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $175M AUM
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AE Wealth Management's PSQA Position: Q1 2026 in Review

AE Wealth Management increased its Palmer Square CLO Senior Debt ETF (PSQA) stake by 2.7% in Q1 2026, buying an estimated $131K and bringing the position to 242,888 shares worth $4.96M. The position accounts for 0.03% of the portfolio, ranked #425.

AE Wealth Management first reported a position in PSQA in Q4 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold PSQA as of Q1 2026.

  • AE Wealth Management held 242,888 shares of Palmer Square CLO Senior Debt ETF worth $4.96M as of Q1 2026.
  • AE Wealth Management bought 6,396 Palmer Square CLO Senior Debt ETF shares in Q1 2026, an estimated $131K.
  • Palmer Square CLO Senior Debt ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #425 holding.
  • AE Wealth Management first reported a position in Palmer Square CLO Senior Debt ETF in Q4 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Palmer Square CLO Senior Debt ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.