BHWM
PSQO

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

Beaird Harris 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
Q1 		– Sell
-620
Closed -$12.8K – 732
2025
Q4 		$12.8K Buy
+620
New +$12.8K ﹤0.01% 374

Other funds holding PSQO

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $175M AUM
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
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Beaird Harris Wealth Management's PSQO Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Palmer Square Credit Opportunities ETF (PSQO) in Q1 2026, closing a stake of 620 shares — an estimated $12.8K sold.

Beaird Harris Wealth Management first reported a position in PSQO in Q4 2025 and held it in 1 quarter. The position peaked at $12.8K in Q4 2025. 20 funds tracked by Wall St. Rank hold PSQO as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining Palmer Square Credit Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 620 Palmer Square Credit Opportunities ETF shares in Q1 2026, an estimated $12.8K.
  • Beaird Harris Wealth Management first reported a position in Palmer Square Credit Opportunities ETF in Q4 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Palmer Square Credit Opportunities ETF position peaked at $12.8K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.