Orgel Wealth Management »

Palmer Square Funds Trust Clo Sr shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Palmer Square Funds Trust Clo Sr (PSQA) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Palmer Square Funds Trust Clo Sr

Tip: Access up to 7 years of quarterly data

All positions including Palmer Square Funds Trust Clo Sr held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Palmer Square Funds Trust Clo Sr by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $995k 49k 20.44

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr National Mun Etf (MUB)
Vanguard Malvern Fds Short Duration B (VSDB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Msci Usa Mmentm (MTUM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel Wealth Management

Top funds holding Palmer Square Funds Trust Clo Sr

Mariner Wealth Advisors
Ignite Planners
AE Wealth Management
Firethorn Wealth Partners
Resources Investment Advisors
Orgel Wealth Management
Savvy Advisors
We Are One Seven
Jane Street
Financial Advisory Service
Weaver Consulting Group
Endeavor Private Wealth
Farther Finance Advisors

View all funds holding Palmer Square Funds Trust Clo Sr