LSPW
PSQO

Lake Street Private Wealth’s Palmer Square Credit Opportunities ETF PSQO Stock Holding History

Lake Street Private Wealth’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 		$14.9M Buy
724,769
+112,748
+18% +$2.33M 1.89% 10
2025
Q4 		$12.6M Buy
612,021
+117,045
+24% +$2.42M 1.54% 11
2025
Q3 		$10.2M Buy
494,976
+64,917
+15% +$1.34M 1.31% 12
2025
Q2 		$8.81M Buy
430,059
+152,946
+55% +$3.12M 1.25% 15
2025
Q1 		$5.62M Buy
+277,113
New +$5.64M 0.92% 30

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
PFA
Providence Financial Advisors Overland Park, Kansas $175M AUM
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
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

Lake Street Private Wealth's PSQO Position: Q1 2026 in Review

Lake Street Private Wealth increased its Palmer Square Credit Opportunities ETF (PSQO) stake by 18% in Q1 2026, buying an estimated $2.33M and bringing the position to 724,769 shares worth $14.9M. The position accounts for 1.89% of the portfolio, ranked #10.

Lake Street Private Wealth first reported a position in PSQO in Q1 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold PSQO as of Q1 2026.

  • Lake Street Private Wealth held 724,769 shares of Palmer Square Credit Opportunities ETF worth $14.9M as of Q1 2026.
  • Lake Street Private Wealth bought 112,748 Palmer Square Credit Opportunities ETF shares in Q1 2026, an estimated $2.33M.
  • Palmer Square Credit Opportunities ETF made up 1.89% of Lake Street Private Wealth's portfolio in Q1 2026, its #10 holding.
  • Lake Street Private Wealth first reported a position in Palmer Square Credit Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.