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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Hold	20,287	–	–	﹤0.01%	3840
2026 Q1	$198K	Sell	20,287 -32	-0.2%	-$359	﹤0.01%	3738
2025 Q4	$248K	Buy	20,319 +32	+0.2%	+$391	﹤0.01%	3383
2025 Q3	$249K	Hold	20,287	–	–	﹤0.01%	3295
2025 Q2	$283K	Hold	20,287	–	–	﹤0.01%	2947
2025 Q1	$270K	Buy	20,287 +6,407	+46%	+$97.9K	﹤0.01%	2849
2024 Q4	$211K	Buy	+13,880	New	+$221K	﹤0.01%	2938

Other funds holding PSBD

OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 1-Year Est. Return

1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Creative Planning's PSBD Position: Q2 2026 in Review

Creative Planning held its Palmer Square Capital BDC (PSBD) position steady in Q2 2026 at 20,287 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

Creative Planning first reported a position in PSBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q2 2025. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

Creative Planning held 20,287 shares of Palmer Square Capital BDC worth $211K as of Q2 2026.
Creative Planning left its Palmer Square Capital BDC share count unchanged in Q2 2026.
Palmer Square Capital BDC made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3840 holding.
Creative Planning first reported a position in Palmer Square Capital BDC in Q4 2024 and has held it in 7 quarters since.
Creative Planning's Palmer Square Capital BDC position peaked at $283K in Q2 2025.
42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.