SAI
PSQA

Savvy Advisors Inc’s Palmer Square CLO Senior Debt ETF PSQA Stock Holding History

Savvy Advisors Inc’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
Q1 		– Sell
-26,361
Closed -$537K – 1218
2025
Q4 		$537K Buy
+26,361
New +$539K 0.02% 543

Other funds holding PSQA

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Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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PFA
Providence Financial Advisors Overland Park, Kansas $176M AUM 22.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 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

Savvy Advisors Inc's PSQA Position: Q1 2026 in Review

Savvy Advisors Inc sold out of Palmer Square CLO Senior Debt ETF (PSQA) in Q1 2026, closing a stake of 26,361 shares — an estimated $537K sold.

Savvy Advisors Inc first reported a position in PSQA in Q4 2025 and held it in 1 quarter. The position peaked at $537K in Q4 2025. 20 funds tracked by Wall St. Rank hold PSQA as of Q1 2026.

  • Savvy Advisors Inc reported no remaining Palmer Square CLO Senior Debt ETF position as of Q1 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 26,361 Palmer Square CLO Senior Debt ETF shares in Q1 2026, an estimated $537K.
  • Savvy Advisors Inc first reported a position in Palmer Square CLO Senior Debt ETF in Q4 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's Palmer Square CLO Senior Debt ETF position peaked at $537K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Palmer Square CLO Senior Debt ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.