Clearstead Advisors’s Palmer Square Credit Opportunities ETF PSQO Stock Holding History

Clearstead Advisors’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 Q3	$146K	Buy	+7,098	New	+$147K	﹤0.01%	1139

Other funds holding PSQO

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Providence Financial Advisors Overland Park, Kansas $136M AUM 16.88% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Wavvest Wealth Chicago, Illinois $124M AUM

Endeavor Private Wealth Topeka, Kansas $415M AUM 14.18% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Clearstead Advisors's PSQO Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Palmer Square Credit Opportunities ETF (PSQO) in Q3 2026: 7,098 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings.

11 funds tracked by Wall St. Rank hold PSQO as of Q3 2026.

Clearstead Advisors held 7,098 shares of Palmer Square Credit Opportunities ETF worth $146K as of Q3 2026.
Palmer Square Credit Opportunities ETF was a new Clearstead Advisors position in Q3 2026.
Palmer Square Credit Opportunities ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1139 holding.
11 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.