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
Q2 		$414K Buy
20,013
+7,402
+59% +$153K 0.16% 107
2026
Q1 		$259K Buy
+12,611
New +$261K 0.13% 148

Other funds holding PSQO

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Mariner
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
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 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

Navis Wealth Advisors's PSQO Position: Q2 2026 in Review

Navis Wealth Advisors increased its Palmer Square Credit Opportunities ETF (PSQO) stake by 59% in Q2 2026, buying an estimated $153K and bringing the position to 20,013 shares worth $414K. The position accounts for 0.16% of the portfolio, ranked #107.

Navis Wealth Advisors first reported a position in PSQO in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold PSQO as of Q2 2026.

  • Navis Wealth Advisors held 20,013 shares of Palmer Square Credit Opportunities ETF worth $414K as of Q2 2026.
  • Navis Wealth Advisors bought 7,402 Palmer Square Credit Opportunities ETF shares in Q2 2026, an estimated $153K.
  • Palmer Square Credit Opportunities ETF made up 0.16% of Navis Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Navis Wealth Advisors first reported a position in Palmer Square Credit Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.