PSQO · Insider trading · 13F holders · Congress trades
Palmer Square Funds Tr (PSQO)
Who is buying and selling PSQO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PSQO at a glance
- No open-market insider purchases or sales of PSQO were filed in the last 90 days.
- 7 13F filers hold PSQO among their 50 largest positions, worth $147.2M combined. The biggest bets by portfolio weight are Providence Financial Advisors, LLC (6.1%), Advisory Resource Group (3.3%) and Atwood & Palmer Inc (2.3%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in PSQO.
PSQO insider trading
No open-market insider purchases or sales of PSQO were filed in the last 90 days.
Who owns PSQO? Hedge funds and superinvestors
7 13F filers hold PSQO among their 50 largest positions, worth $147.2M combined. The biggest bets by portfolio weight are Providence Financial Advisors, LLC (6.1%), Advisory Resource Group (3.3%) and Atwood & Palmer Inc (2.3%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLCAsset manager | 0.5% | $51.6M | 2,511,479 | +4.9% shares | Q3 2026 |
| Atwood & Palmer IncWealth manager | 2.3% | $44.3M | 2,153,188 | +5.1% shares | Q3 2026 |
| Advisory Resource GroupWealth manager | 3.3% | $23.0M | 1,120,047 | +15.5% shares | Q3 2026 |
| Lake Street Private Wealth, LLCWealth manager | 1.6% | $14.8M | 718,580 | +7.4% shares | Q3 2026 |
| Providence Financial Advisors, LLCInstitutional asset manager | 6.1% | $10.8M | 521,161 | +2.4% shares | Q2 2026 |
| BlackDiamond Wealth Management, LLCWealth manager | 0.8% | $2.0M | 97,572 | +11.9% shares | Q2 2026 |
| Wavvest Wealth LLCWealth manager | 0.6% | $714K | 34,736 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 2). Screen PSQO in the grand portfolio →
PSQO stock trades by members of Congress
No member of Congress has disclosed a trade in PSQO.
PSQO questions and answers
Are insiders buying PSQO stock?
No open-market insider purchases or sales of PSQO were filed in the last 90 days.
Which hedge funds own PSQO?
7 13F filers hold PSQO among their 50 largest positions, worth $147.2M combined. The biggest bets by portfolio weight are Providence Financial Advisors, LLC (6.1%), Advisory Resource Group (3.3%) and Atwood & Palmer Inc (2.3%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded PSQO?
No member of Congress has disclosed a trade in PSQO.
Who is the largest holder of PSQO?
Among 13F filers, Prime Capital Investment Advisors, LLC reports the largest PSQO position, $51.6M (2,511,479 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Providence Financial Advisors, LLC's: 6.1% of its portfolio.
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