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Plmr SQ Credit OPP ETF (PSQO)

CUSIP: 696930106 | NYSE | 35 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Prime Capital Investment Advisors, LLC2,511,479
0.5% of portfolio›$51.6M
Atwood & Palmer Inc2,153,188
2.3% of portfolio›$44.3M
Advisory Resource Group1,120,047
3.3% of portfolio›$23.0M
Lake Street Private Wealth, LLC718,580
1.6% of portfolio›$14.8M
Accurate Wealth Management, LLC84,131
0.1% of portfolio›$1.7M
Crusonia Wealth Advisors LLC54,204
0.2% of portfolio›$1.1M
Wavvest Wealth LLC34,736
0.6% of portfolio›$714.2K
Downshift Financial, LLC152
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Prime Capital Investment Advisors, LLC
2,511,479$51.6M0.5%ETFLowOverland Park, KS2026-10-20
Atwood & Palmer Inc
2,153,188$44.3M2.3%CoreVery LowKansas City, MO2026-10-08
Advisory Resource Group
1,120,047$23.0M3.3%GARPMediumTulsa, OK2026-10-26
Lake Street Private Wealth, LLC
718,580$14.8M1.6%GrowthLowChicago, IL2026-10-22
Accurate Wealth Management, LLC
84,131$1.7M0.1%CoreMediumWesley Chapel, FL2026-10-20
Crusonia Wealth Advisors LLC
54,204$1.1M0.2%ETFVery LowDenver, CO2026-10-26
Wavvest Wealth LLC
34,736$714.2K0.6%ETFN/AChicago, IL2026-10-21
Downshift Financial, LLC
152$3.1K0.0%ETFLowBoulder, CO2026-10-13