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Palmer Square Funds Trust Clo Sr shares owned by Resources Investment Advisors

Quarter-by-quarter ownership of Palmer Square Funds Trust Clo Sr (PSQA) shares owned by Resources Investment Advisors from 13F filings

Historical chart of Resources Investment Advisors 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 Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Palmer Square Funds Trust Clo Sr by Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 99k 20.30
2025-06-30 $2.0M 96k 20.25
2025-03-31 $2.0M 100k 20.36
2024-12-31 $1.5M 76k 20.13

More positions owned by Resources Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Resources Investment Advisors

Top funds holding Palmer Square Funds Trust Clo Sr

Mariner Wealth Advisors
Ignite Planners
Firethorn Wealth Partners
Resources Investment Advisors
Goldman Sachs Group
Susquehanna International
We Are One Seven
Fullcircle Wealth
Jane Street
Weaver Consulting Group
Financial Advisory Service
Endeavor Private Wealth
UBS Group

View all funds holding Palmer Square Funds Trust Clo Sr