Creative Planning
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Creative Planning’s Palmer Square Capital BDC PSBD Stock Holding History

Creative Planning’s Portfolio PSBD Stock Details PSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Hold
20,287
– – ﹤0.01% 2938
2025
Q1 		$270K Buy
20,287
+6,407
+46% +$85.3K ﹤0.01% 2842
2024
Q4 		$211K Buy
+13,880
New +$211K ﹤0.01% 2929