Mid-American Wealth Advisory Group’s Palmer Square Capital BDC PSBD Stock Holding History

Mid-American Wealth Advisory Group’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	-54,528	Closed	-$665K	–	74
2026 Q1	$665K	Hold	54,528	–	–	0.28%	38
2025 Q4	$665K	Buy	54,528 +24,654	+83%	+$302K	0.28%	38
2025 Q3	$367K	Buy	+29,874	New	+$411K	0.16%	42

Other funds holding PSBD

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 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 $3.5B AUM 41.95% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Mid-American Wealth Advisory Group's PSBD Position: Q2 2026 in Review

Mid-American Wealth Advisory Group sold out of Palmer Square Capital BDC (PSBD) in Q2 2026, closing a stake of 54,528 shares — an estimated $665K sold.

Mid-American Wealth Advisory Group first reported a position in PSBD in Q3 2025 and held it in 3 quarters. The position peaked at $665K in Q1 2026. 7 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

Mid-American Wealth Advisory Group reported no remaining Palmer Square Capital BDC position as of Q2 2026 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 54,528 Palmer Square Capital BDC shares in Q2 2026, an estimated $665K.
Mid-American Wealth Advisory Group first reported a position in Palmer Square Capital BDC in Q3 2025 and held it in 3 quarters.
Mid-American Wealth Advisory Group's Palmer Square Capital BDC position peaked at $665K in Q1 2026.
7 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.