Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CR OPPORTUNITIES
-
Total 13F shares
-
3,757,945
-
Share change
-
+458,599
-
Total reported value
-
$77,413,669
-
Price per share
-
$20.60
-
Number of holders
-
13
-
Value change
-
+$9,449,300
-
Number of buys
-
12
-
Number of sells
-
1
Institutional Holders of PALMER SQUARE FUNDS TRUST - CR OPPORTUNITIES (PSQO) as of Q3 2025
As of 30 Sep 2025,
PALMER SQUARE FUNDS TRUST - CR OPPORTUNITIES (PSQO) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,757,945 shares.
The largest 10 holders included
ATWOOD & PALMER INC, Advisory Resource Group, LAKE STREET PRIVATE WEALTH, LLC, Mariner, LLC, BlackDiamond Wealth Management, LLC, Savvy Advisors, Inc., Accurate Wealth Management, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, REDMONT WEALTH ADVISORS LLC, and Providence Financial Advisors, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.