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 Q2	$13.8M	Sell	669,005 -55,764	-8%	-$1.16M	1.58%	12
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 $10.3B AUM 25.54% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $176M AUM 23.64% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $4.71B AUM 25.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Lake Street Private Wealth's PSQO Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Palmer Square Credit Opportunities ETF (PSQO) stake by 7.7% in Q2 2026, selling an estimated $1.16M and leaving 669,005 shares worth $13.8M. The position accounts for 1.58% of the portfolio, ranked #12.

Lake Street Private Wealth first reported a position in PSQO in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.9M in Q1 2026. 22 funds tracked by Wall St. Rank hold PSQO as of Q2 2026.

Lake Street Private Wealth held 669,005 shares of Palmer Square Credit Opportunities ETF worth $13.8M as of Q2 2026.
Lake Street Private Wealth sold 55,764 Palmer Square Credit Opportunities ETF shares in Q2 2026, an estimated $1.16M.
Palmer Square Credit Opportunities ETF made up 1.58% of Lake Street Private Wealth's portfolio in Q2 2026, its #12 holding.
Lake Street Private Wealth first reported a position in Palmer Square Credit Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
Lake Street Private Wealth's Palmer Square Credit Opportunities ETF position peaked at $14.9M in Q1 2026.
22 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.