Opal Wealth Advisors’s Palmer Square Capital BDC PSBD Stock Holding History

Opal Wealth Advisors’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 Q1	$1.2M	Buy	122,809 +46,475	+61%	+$522K	0.27%	35
2025 Q4	$931K	Buy	+76,334	New	+$934K	0.24%	53

Other funds holding PSBD

OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Opal Wealth Advisors's PSBD Position: Q1 2026 in Review

Opal Wealth Advisors increased its Palmer Square Capital BDC (PSBD) stake by 61% in Q1 2026, buying an estimated $522K and bringing the position to 122,809 shares worth $1.2M. The position accounts for 0.27% of the portfolio, ranked #35.

Opal Wealth Advisors first reported a position in PSBD in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

Opal Wealth Advisors held 122,809 shares of Palmer Square Capital BDC worth $1.2M as of Q1 2026.
Opal Wealth Advisors bought 46,475 Palmer Square Capital BDC shares in Q1 2026, an estimated $522K.
Palmer Square Capital BDC made up 0.27% of Opal Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Opal Wealth Advisors first reported a position in Palmer Square Capital BDC in Q4 2025 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.