OWM
PSQA

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
Q2 		$996K Hold
48,662
– – 0.02% 63
2026
Q1 		$995K Buy
+48,662
New +$997K 0.02% 52

Other funds holding PSQA

IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $176M AUM 22.1% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

Orgel Wealth Management's PSQA Position: Q2 2026 in Review

Orgel Wealth Management held its Palmer Square CLO Senior Debt ETF (PSQA) position steady in Q2 2026 at 48,662 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #63.

Orgel Wealth Management first reported a position in PSQA in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold PSQA as of Q2 2026.

  • Orgel Wealth Management held 48,662 shares of Palmer Square CLO Senior Debt ETF worth $996K as of Q2 2026.
  • Orgel Wealth Management left its Palmer Square CLO Senior Debt ETF share count unchanged in Q2 2026.
  • Palmer Square CLO Senior Debt ETF made up 0.02% of Orgel Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Orgel Wealth Management first reported a position in Palmer Square CLO Senior Debt ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Palmer Square CLO Senior Debt ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.