Bank of America
PSQO

Bank of America’s Palmer Square Credit Opportunities ETF PSQO Stock Holding History

Bank of America’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
2025
Q1 		– Sell
-42,865
Closed -$864K – 8625
2024
Q4 		$864K Sell
42,865
-82,135
-66% -$1.66M ﹤0.01% 5154
2024
Q3 		$2.52M Buy
+125,000
New +$2.51M ﹤0.01% 4385

Other funds holding PSQO

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EW
Elyxium Wealth San Mateo, California $312M AUM 36.45% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's PSQO Position: Q1 2025 in Review

Bank of America sold out of Palmer Square Credit Opportunities ETF (PSQO) in Q1 2025, closing a stake of 42,865 shares — an estimated $864K sold.

Bank of America first reported a position in PSQO in Q3 2024 and held it in 2 quarters. The position peaked at $2.52M in Q3 2024. 10 funds tracked by Wall St. Rank hold PSQO as of Q1 2025.

  • Bank of America reported no remaining Palmer Square Credit Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 42,865 Palmer Square Credit Opportunities ETF shares in Q1 2025, an estimated $864K.
  • Bank of America first reported a position in Palmer Square Credit Opportunities ETF in Q3 2024 and held it in 2 quarters.
  • Bank of America's Palmer Square Credit Opportunities ETF position peaked at $2.52M in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.