AE Wealth Management
PSQO icon

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

AE 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 		$1.83M Buy
88,486
+60,068
+211% +$1.25M 0.01% 691
2026
Q1 		$583K Buy
+28,418
New +$587K ﹤0.01% 1031

Other funds holding PSQO

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 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
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Providence Financial Advisors
Providence Financial Advisors Overland Park, Kansas $176M AUM 23.64% 1-Year Est. Return
BlackDiamond Wealth Management
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

AE Wealth Management increased its Palmer Square Credit Opportunities ETF (PSQO) stake by 211% in Q2 2026, buying an estimated $1.25M and bringing the position to 88,486 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #691.

AE Wealth Management first reported a position in PSQO in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold PSQO as of Q2 2026.

  • AE Wealth Management held 88,486 shares of Palmer Square Credit Opportunities ETF worth $1.83M as of Q2 2026.
  • AE Wealth Management bought 60,068 Palmer Square Credit Opportunities ETF shares in Q2 2026, an estimated $1.25M.
  • Palmer Square Credit Opportunities ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #691 holding.
  • AE Wealth Management first reported a position in Palmer Square Credit Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q2 2026.

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