NWA
PSQO

Navis Wealth Advisors’s Palmer Square Credit Opportunities ETF PSQO Stock Holding History

Navis Wealth Advisors’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 		$259K Buy
+12,611
New +$261K 0.13% 148

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
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 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

Navis Wealth Advisors's PSQO Position: Q1 2026 in Review

Navis Wealth Advisors opened a new position in Palmer Square Credit Opportunities ETF (PSQO) in Q1 2026: 12,611 shares worth $259K. The stake represents 0.13% of the portfolio and ranks #148 among its holdings.

20 funds tracked by Wall St. Rank hold PSQO as of Q1 2026.

  • Navis Wealth Advisors held 12,611 shares of Palmer Square Credit Opportunities ETF worth $259K as of Q1 2026.
  • Palmer Square Credit Opportunities ETF was a new Navis Wealth Advisors position in Q1 2026.
  • Palmer Square Credit Opportunities ETF made up 0.13% of Navis Wealth Advisors's portfolio in Q1 2026, its #148 holding.
  • 20 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.