BWM
PSQO

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

BlackDiamond 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 		$1.79M Sell
87,232
-3,020
-3% -$62.4K 0.86% 34
2025
Q4 		$1.87M Sell
90,252
-20,541
-19% -$425K 0.91% 33
2025
Q3 		$2.28M Buy
110,793
+4,730
+4% +$97.6K 1.25% 24
2025
Q2 		$2.17M Buy
106,063
+5,431
+5% +$111K 1.25% 22
2025
Q1 		$2.05M Buy
100,632
+74,859
+290% +$1.52M 1.38% 26
2024
Q4 		$519K Sell
25,773
-844
-3% -$17.1K 0.3% 73
2024
Q3 		$539K Buy
+26,617
New +$535K 0.33% 77

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackDiamond Wealth Management's PSQO Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Palmer Square Credit Opportunities ETF (PSQO) stake by 3.3% in Q1 2026, selling an estimated $62.4K and leaving 87,232 shares worth $1.79M. The position accounts for 0.86% of the portfolio, ranked #34.

BlackDiamond Wealth Management first reported a position in PSQO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q3 2025. 20 funds tracked by Wall St. Rank hold PSQO as of Q1 2026.

  • BlackDiamond Wealth Management held 87,232 shares of Palmer Square Credit Opportunities ETF worth $1.79M as of Q1 2026.
  • BlackDiamond Wealth Management sold 3,020 Palmer Square Credit Opportunities ETF shares in Q1 2026, an estimated $62.4K.
  • Palmer Square Credit Opportunities ETF made up 0.86% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #34 holding.
  • BlackDiamond Wealth Management first reported a position in Palmer Square Credit Opportunities ETF in Q3 2024 and has held it in 7 quarters since.
  • BlackDiamond Wealth Management's Palmer Square Credit Opportunities ETF position peaked at $2.28M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.