SAI
PSQO

Savvy Advisors Inc’s Palmer Square Credit Opportunities ETF PSQO Stock Holding History

Savvy Advisors Inc’s Portfolio PSQO Stock Details PSQO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Buy
65,716
+3,269
+5% +$67.5K 0.04% 361
2025
Q4 		$1.29M Buy
62,447
+10,470
+20% +$217K 0.04% 320
2025
Q3 		$1.07M Buy
51,977
+41,973
+420% +$867K 0.05% 258
2025
Q2 		$205K Buy
+10,004
New +$204K 0.01% 603

Other funds holding PSQO

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $175M AUM
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Savvy Advisors Inc increased its Palmer Square Credit Opportunities ETF (PSQO) stake by 5.2% in Q1 2026, buying an estimated $67.5K and bringing the position to 65,716 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #361.

Savvy Advisors Inc first reported a position in PSQO in Q2 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold PSQO as of Q1 2026.

  • Savvy Advisors Inc held 65,716 shares of Palmer Square Credit Opportunities ETF worth $1.35M as of Q1 2026.
  • Savvy Advisors Inc bought 3,269 Palmer Square Credit Opportunities ETF shares in Q1 2026, an estimated $67.5K.
  • Palmer Square Credit Opportunities ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #361 holding.
  • Savvy Advisors Inc first reported a position in Palmer Square Credit Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Palmer Square Credit Opportunities ETF as of Q1 2026.

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