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International Assets Investment Management’s Palmer Square Capital BDC PSBD Stock Holding History

International Assets Investment Management’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 		– Sell
-400
Closed -$3.87K – 2431
2026
Q1 		$3.87K Hold
400
– – ﹤0.01% 1885
2025
Q4 		$4.88K Buy
+400
New +$4.89K ﹤0.01% 1815

Other funds holding PSBD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

International Assets Investment Management's PSBD Position: Q2 2026 in Review

International Assets Investment Management sold out of Palmer Square Capital BDC (PSBD) in Q2 2026, closing a stake of 400 shares — an estimated $3.87K sold.

International Assets Investment Management first reported a position in PSBD in Q4 2025 and held it in 2 quarters. The position peaked at $4.88K in Q4 2025. 9 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • International Assets Investment Management reported no remaining Palmer Square Capital BDC position as of Q2 2026 after selling out during the quarter.
  • International Assets Investment Management sold 400 Palmer Square Capital BDC shares in Q2 2026, an estimated $3.87K.
  • International Assets Investment Management first reported a position in Palmer Square Capital BDC in Q4 2025 and held it in 2 quarters.
  • International Assets Investment Management's Palmer Square Capital BDC position peaked at $4.88K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.