PFA
PSQA

Providence Financial Advisors’s Palmer Square CLO Senior Debt ETF PSQA Stock Holding History

Providence Financial Advisors’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 		$4.89M Sell
238,974
-6,135
-3% -$126K 2.78% 10
2026
Q1 		$5.01M Buy
+245,109
New +$5.02M 2.86% 9
2025
Q4 		– Sell
-177,902
Closed -$3.61M – 57
2025
Q3 		$3.61M Buy
+177,902
New +$3.63M 3.44% 8

Other funds holding PSQA

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Providence Financial Advisors's PSQA Position: Q2 2026 in Review

Providence Financial Advisors reduced its Palmer Square CLO Senior Debt ETF (PSQA) stake by 2.5% in Q2 2026, selling an estimated $126K and leaving 238,974 shares worth $4.89M. The position accounts for 2.78% of the portfolio, ranked #10.

Providence Financial Advisors first reported a position in PSQA in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.01M in Q1 2026. 19 funds tracked by Wall St. Rank hold PSQA as of Q2 2026.

  • Providence Financial Advisors held 238,974 shares of Palmer Square CLO Senior Debt ETF worth $4.89M as of Q2 2026.
  • Providence Financial Advisors sold 6,135 Palmer Square CLO Senior Debt ETF shares in Q2 2026, an estimated $126K.
  • Palmer Square CLO Senior Debt ETF made up 2.78% of Providence Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Providence Financial Advisors first reported a position in Palmer Square CLO Senior Debt ETF in Q3 2025 and has held it in 3 quarters since.
  • Providence Financial Advisors's Palmer Square CLO Senior Debt ETF position peaked at $5.01M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Palmer Square CLO Senior Debt ETF as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.