Orgel Wealth Management’s Palmer Square CLO Senior Debt ETF PSQA Stock Holding History

Orgel Wealth Management’s Portfolio PSQA Stock Details PSQA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-48,662	Closed	-$996K	–	118
2026 Q2	$996K	Hold	48,662	–	–	0.02%	63
2026 Q1	$995K	Buy	+48,662	New	+$997K	0.02%	52

Other funds holding PSQA

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Orgel Wealth Management's PSQA Position: Q3 2026 in Review

Orgel Wealth Management sold out of Palmer Square CLO Senior Debt ETF (PSQA) in Q3 2026, closing a stake of 48,662 shares — an estimated $996K sold.

Orgel Wealth Management first reported a position in PSQA in Q1 2026 and held it in 2 quarters. The position peaked at $996K in Q2 2026. 5 funds tracked by Wall St. Rank hold PSQA as of Q3 2026.

Orgel Wealth Management reported no remaining Palmer Square CLO Senior Debt ETF position as of Q3 2026 after selling out during the quarter.
Orgel Wealth Management sold 48,662 Palmer Square CLO Senior Debt ETF shares in Q3 2026, an estimated $996K.
Orgel Wealth Management first reported a position in Palmer Square CLO Senior Debt ETF in Q1 2026 and held it in 2 quarters.
Orgel Wealth Management's Palmer Square CLO Senior Debt ETF position peaked at $996K in Q2 2026.
5 funds tracked by Wall St. Rank held Palmer Square CLO Senior Debt ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.